Do you want to protect and grow your financial assets? With almost 40 years of expertise in portfolio management, Banque de Luxembourg can offer tailored advice based on your personal situation. Developed in Luxembourg by our own management teams, our investment approach benefits from an international perspective and is grounded in simple, transparent principles.

SELECT FROM THREE INVESTMENT SOLUTIONS

We offer three solutions designed to protect and grow your wealth while ensuring consistent long-term performance.

1. DELEGATE PORTFOLIO MANAGEMENT

 

BL-EXPERT: DELEGATE THE MANAGEMENT OF YOUR PORTFOLIO TO OUR SPECIALISTS

The combination of our expertise, which is renowned throughout Europe, and our investment strategy, which steers clear of fads and solutions offering little transparency, is the key to identifying quality investments. Our specialists manage your portfolio according to an investment strategy defined with your adviser.

 

YOUR BENEFITS

 

1
100 years of expertise
 
You have access to specialist skills in two areas:
- portfolio structuring
- selection of quality securities and funds
2
Peace of mind
 
Your portfolio is managed by experts, freeing you from the constraints of daily management of your assets.
3
Transparency
 
You retain a completely transparent overview of your holdings and portfolio management decisions.

 

David Schmidt explains our approach to discretionary portfolio management.

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BL-Expert exists in a range of options, allowing you to choose from a portfolio investing in Banque de Luxembourg funds, a selection of the best international funds or directly on the financial markets.

Contact your adviser to find out more about the best management mandate for your personal circumstances.

2. BENEFIT FROM INVESTMENT ADVICE

BL-INVEST, BL-SELECT: RETAIN CONTROL OVER YOUR INVESTMENTS WHILE BENEFITING FROM ADVICE AND SUPPORT

BL-SELECT : RETAIN CONTROL OVER YOUR INVESTMENTS WHILE BENEFITING FROM ADVICE AND SUPPORT

BL-INVEST

With BL-INVEST, you are guided by an adviser who ensures that your portfolio reflects your investment strategy, by taking into account your personal situation, financial knowledge and experience of the stock markets.

 

YOUR BENEFITS

1
Personalised advice
 
You receive advice on the structure of your portfolio and the weighting of your assets by instrument type.
2
Permanent optimisation
 
We carry out suitability analyses before executing orders and ask you to approve the investment advisory report.
3
Comprehensive reporting
 
You have a complete overview of your investments and any fees deducted.

BL-SELECT

BL-SELECT gives you access to support from our investment specialists and your adviser. Together, they develop the most appropriate investment proposals to grow your assets in accordance with your aims and your risk profile. This service is reserved for portfolios of more than EUR 5 million which require more detailed follow-up.

YOUR BENEFITS

1
Two experts
 
You receive advice from two experts: your adviser and your investment specialist.
2
Regular strategic reports
 
You will meet your experts on a regular basis in order to review your portfolio.
3
Support services
 
We also provide tax reclaim and tax relief services.

BL-SELECT

BL-SELECT gives you access to support from our investment specialists and your adviser. Together, they develop the most appropriate investment proposals to grow your assets in accordance with your aims and your risk profile. This service is reserved for portfolios of more than EUR 5 million which require more detailed follow-up.

YOUR BENEFITS

1
Two experts
 
You receive advice from two experts: your adviser and your investment specialist.
2
Regular strategic reports
 
You will meet your experts on a regular basis in order to review your portfolio.
3
Support services
 
We also provide tax reclaim and tax relief services.

3. YOU MAKE THE DECISIONS

BL-ACCESS: MAKE INVESTMENT DECISIONS INDEPENDENTLY

Do you hold a securities portfolio and wish to have sole discretion over your investments? We provide you with our custodian banking services and give you access to all types of financial instrument on most international stock markets. You retain access to your Private Banking Adviser for any questions not involving your investments.

Your adviser is available to help you choose the solution that is most suitable for your personal circumstances.

Any questions?

Fiona PARSONS

Private Banking adviser

(+352) 49 924 4226

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Loraine CALO

Private Banking adviser

(+352) 49 924 2201

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Stéphane DEHENAIN

Private Banking adviser

+32 (0) 2 663 45 68

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Thierry MAST

Private Banking adviser

+32 (0) 9 244 00 46

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Patricia HEBISCH

Private Banking adviser

(+352) 49 924 3744

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Claude SCHMIT

Private Banking adviser

(+352) 49 924 3972

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