Integrated Asset Management

We design investment solutions tailored to your investment profile, so you can fully benefit from the experience and knowledge of our Private Bankers and the international institutions we work with. Whether you wish to enhance or preserve the value of your capital, actively participate in the management of your assets or not, our wide range of services will meet your expectations.

Execution Only

This service is available to customers who wish to make their own investment decisions. We receive and execute client orders in all major international markets of Europe, USA and Asia for equities, bonds, foreign exchange, mutual funds (UCITS), etc.

Investment Advisory Service

By selecting our Investment Advisory Service, you benefit fully from our capital markets specialists’ experience.

With this service, you maintain a unique relationship with your Private Banker who with the assistance of the Investment Strategy Unit, monitors your portfolio, gives you investment guidance and converts the Bank’s global investment strategy into specific actions that concern your portfolio and investment needs. Your Private Banker utilises the resources of the Investment Strategy Unit to offer you:

  • Regular monitoring of your portfolio

  • Custom-made solutions for the best investment opportunities

  • Regular, immediate access and communication with the Investment Strategy Unit, so you can benefit from personalised advice and carry out transactions in all types of financial means.

Discretionary Portfolio Management

By selecting the Discretionary Investment Management service, you assign your portfolio to experts who are certified and specialised in portfolio management. It is the ideal solution if you want to avoid any limitations arising from your active participation in your asset management as it allows you to assign part or all of your wealth management to experienced professionals.