Do you have financial wealth that you want to protect and grow over time? We offer a range of bespoke services.
Three solutions for optimum investment
Choose from three investment solutions that offer capital preservation, capital growth and consistent performance over the long term.
Two solutions for optimum investment
Choose from two investment solutions that offer capital preservation, capital growth and consistent performance over the long term.
Delegate the management of your portfolio to our specialists
Do you want to benefit from active portfolio management and free yourself from the constraints involved in managing assets? Our discretionary management portfolios aim to provide capital growth over the long term according to your performance expectations and desired level of security.
Advantages of BL-Invest
Your portfolio is adapted to your investor profile
- Peace of mind
Your portfolio is managed by experts
You are kept informed of all management decisions
Performance of our management mandates
|Balanced profile||Benchmark index|
|Annual return* over 5 years (2014-2018)||3.9%||1.9%|
|Annual return* over 10 years (2008-2018)||5.3%||3.7%|
|Annual return* over 16 years (2003-2018)||4.4%||2.9%|
* Annualised performance, net of fees, for the BL Funds Mandate, balanced profile. The equity weighting in the portfolio is between 40% and 60%. Benchmark index: Morningstar - EUR Moderate Allocation (EUR) – Global
Past performance is no guarantee of future returns. Every investment involves risks which may include loss of capital.
Retain control of your investments and benefit from investment advice and support
BL-Invest is an investment advisory service. Your adviser ensures that your portfolio and your investment strategy are aligned in accordance with your situation, your financial knowledge and stock market experience.
Advantages of BL-Invest
- Personalised advice
You receive advice on the structure of your portfolio and its asset allocation
- Continuous monitoring
We check the suitability of your investments with your investor profile
- Comprehensive reporting
You can track your investments in complete transparency
A solution for investment portfolios needing more complex advice
BL-Select provides direct access to our investment experts. Together with your adviser, they work to devise investment proposals based on your objective and risk profile with the aim of growing your assets. This solution is reserved for portfolios of over 5 million euros.
Advantages of BL-Select
- A pair of experts
You will receive advice from your adviser and your investment specialist
- Regular strategic appraisal
You will meet our experts regularly to review your portfolio
- Complementary services
You benefit from tax reclaim and relief services