Private Banking - Discretionary portfolio management suited to your profile

Three main management orientations are available, from the most prudent to the most dynamic:

The “Prudent Management” option

The «Prudent Management» option invests essentially in fixed income products (money markets, bonds) and is recommended for a minimum investment period of 2 years.

The “Balanced Management” option

The «Balanced Management» option constitutes an intermediary solution with widely diversified allocation in equities and fixed income products and is recommended for a minimum investment period of 3 years.

The “Dynamic Management” option

The «Dynamic Management» option focuses principally on equities and is recommended for a minimum investment period of 5 years.

Regular briefings allow you to make sure the arrangement is best suited to your situation.