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Asset management solutions

As soon as your management profile is established and your financial needs are specified, you have the choice of entrusting us with managing your assets, teaming up with us for your investment decisions, or working on your own. In this last case, the Bank is only responsible for carrying out your transactions.

Discretionary mandate

Do you want to devote yourself fully to your activities and spare time, freeing yourself of the significant burden of managing your financial assets?

You can entrust the management of these assets to our team of professionals, who will select the appropriate securities and investment funds according to your management profile and as part of various discretionary mandates covering different strategies, asset classes, and reference currencies.

See also Process

Advisory mandate

Do you wish to play an active role in managing your financial assets by seeking the expertise and advice of our team?

We help you identify and select investment products consistent with your management profile. The final investment decision is always yours. You have on-going access to our specialists and recommendations.