Management mandates are aimed at clients who wish to entrust specialists with the financial management and follow-up of their portfolios containing collective investment securities, shares, bonds or even structured products. It falls under equity or Equity Savings Plan (PEA) portfolios, life assurance or endowment contracts under French or Luxembourgish law.
In close relationship with your Private Banker, you determine your investment goals while considering your investment horizon and your level risk acceptance. Based on your level of knowledge of financial instruments and financial situation, your Private Banker will guide you to the best-suited management mandate.
The management mandate enables you to choose a defensive, balanced or dynamic management profile, or even to entrust your equity savings plan (PEA) to a manager. Our Investment Committee, bringing together the Bank’s financial experts, decides on strategic investment guidelines.
Our managers choose the best support for you from a wide selection of open architecture collective investment support and direct ownership to create your portfolio.
In summary :
- Mandates adapted to the accepted risk level
- Broad equity investment limits lead to flexibility and reactivity in management
- Access to all classes of assets (shares, bonds, trackers, In-House Collective or Open Architecture Investments, structured products)
- A simple and transparant "all-in" rate
- A dedicated team of professionals with experience in financial markets choose the type of support for you and optimise allocations following a rigorous process
- Various investment options : equity or equity savings plan (PEA) portfolios, life assurance or endowment contract under French or Luxembourish law
- You benefit from detailed reporting
