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You may be surprised to learn that when you opt for discretionary management you are always informed about how your portfolio is managed and with complete transparency.
Watch the video to see what Private Banking Adviser Nathalie Rizzi has to say about the subject.
When you entrust the management of your portfolio to us, the first step is to choose a solution that suits your investor profile and your investment strategy. That means you can be sure your investments will work on this basis.
Your adviser will always be there to discuss the transactions carried out on your portfolio.
You also receive a detailed statement of your positions, and a management report with the macroeconomic context and the transactions performed on your account.
You can consult the status of your portfolio and transactions at any time from your E-Banking area.