Our Advisory team is the privileged contact point for our private clients, providing them with a personalised service and advice regarding market activities. We are a multilingual team of market professionals with a wide range of expertise.
At your service at any time, we provide the advice and you or our team takes the investment decision, according to the type of mandate you have chosen.
A personalised advisory service
- we offer a proactive and personalised advisory service for monitoring your positions and analysing the portfolios we are entrusted with
- our multi-product, multi-underlying offer in equities, bonds, commodities, funds as well as listed or OTC derivatives is continually updated to market conditions
- thanks to our advisers, you have ongoing access to the markets – from the opening of European stock markets until the closing in the United States, plus local monitoring of Asian markets. We also guarantee a careful and efficient execution of your orders
- the publications regularly issued by our team are the result of our analysis and reflect our assessment of the markets: investment and trading ideas, market comments as well as stock picking, etc
This advisory service is limited to a restricted number of clients referred to us by their relationship manager. The adviser acts as a direct contact for market activities, while the account manager maintains the overall relationship and supervises all of the client’s assets. With this type of mandate, you benefit from personalised advice which takes into account the time horizon and your objectives in terms of risk and performance. Therefore, with this non-discretionary investment mandate, we propose, you decide.
We monitor your portfolio in terms of asset allocation, risk and the evolution of each security. We also provide assistance in developing trading and investment strategies and in creating complex derivative-based transactions. In addition, our advisers ensure the direct placement and monitoring of your orders on all financial markets.
Subscription to our advisory service is limited to clients with assets under mandate of at least 5 million EUR, USD or CHF on a specific account. It is crucial that the client can be reached on a regular basis to ensure the smooth running of the mandate and the ability to react quickly. The delegation of the advisory mandate is formalised by an ad hoc documentation.