Advisory management
Fully participate in the growth of your wealth
The Investment Advisory Services Desk is an open-architecture investment platform that works on a best-effort and best-price execution basis. Through our extended network, we receive information at a local and global level, enhancing our overall market and product knowledge.
Together, we define and execute tailor-made trading and investment strategies so that we meet your complex investment requirements and risk-reward objectives.
Our Investment Advisory team delivers professional and personalized execution services, allowing investors to create, manage and monitor their portfolios efficiently and effectively.
We focus on identifying promising investment themes and select the most suitable vehicles for you to take advantage of them.
If you want to be fully involved in the management of your portfolio of financial assets and benefit from the expertise of our teams before each transaction or in the management and monitoring of your investments, advised management is the perfect solution for you. It’s a genuine partnership that we are building together.
We offer investment and hedging solutions for all asset classes:
- Equities
- Bonds
- ETFs of all asset classes
- In-house and third-party funds (best products selection)
- Currencies & Commodities
- Structured products & Derivatives
With extensive experience in derivative and tailor-made structured products, we offer:
- Yield enhancement
- A network of contacts with the major brokerage firms in derivatives
- Competitive rates through calls for tenders from our partners
- Quality information on markets, sectors and companies
Advisory management will perfectly answer your needs if you wish to be fully involved in the management of your financial assets portfolio and benefit from the expertise of our teams before each transaction or in the management and monitoring of your investments; it is a real partnership that we build together.
