Managed Advisory
If you are an active and well-informed investor, you would like to be personally involved in the way your portfolio is managed and make your own decisions but still benefit from the personalised advice of an expert, our managed advisory service is designed for you. The Managed Advisory service allows you to have a privileged relationship with a dedicated expert who is always available to inform your investment decisions.
Continuous evaluation of market conditions requires time. As part of the Managed Advisory service our experts will dedicate their time to monitor the markets on your behalf, identifying opportunities for your portfolio.
Expert advice
Managed Advisory offers many advantages:
- A direct relationship with a dedicated expert and a team available at all times.
- Continuous market analysis and portfolio tracking.
- Expert advice to seize the best opportunities.
- Dedicated manager with a proactive approach.
- Advice in allocating and building your portfolio.
- Accurate execution of your investment decisions.
Managed Advisory offers a direct and simplified access to all types of investments: equities, bonds, Hedge funds, structured products.
Managed Advisory is an integrated service that allows you to take advantage of our best expertise:
- A regular and personalised monitoring of your portfolio
- Clear information with our experts’ analyses
- Our expertise of all asset classes available to you
- Detecting investment opportunities
- reactivity through risk alerts and appropriate hedging solutions
