Patrimonial advice:
We take into account your investment profile, and on that basis, we propose a selection of investment funds. You then make the choice in which you invest.
Discretionary management mandate:
You entrust us with the management of your portfolio. Our managers select the assets for you and determine their weight in your portfolio. They ensure that your portfolio is always in line with your objectives and the investment strategy.
Investment advisory service:
In the case of an advisory management mandate, you decide the composition of your portfolio yourself.