Benefit from a personalised approach

Benefit from a personalised approach

Positive Impact / SRI / Performance / Durable / Sustainable Investment / Mutlisector / thematic

STEP 1:

DISCOVER YOUR IMPACT'OR PROFILE

myImpact

To provide you with appropriate investment recommendations, we attach particular importance to gaining an in-depth knowledge of your financial, risk and impact'or profile.

With this in mind we have co-created ‘myImpact’ with our clients. It aims to raise awareness of sustainable development, responsible investment and philanthropy among wealth management clients.  By precisely identifying your expectations, we will build a suitable, personalised and responsible offer for you.

 

STEP 2:

IDENTIFY WITH YOUR RELATIONSHIP MANAGER THE SOLUTIONS THAT MATCH YOUR ASPIRATIONS

Now you know your impact'or profile thanks to the myImpact site! It’s a great time to schedule a meeting with your relationship manager and choose the Positive Impact approach which best fits your impact'or profile.

Positive Impact / SRI / Performance / Durable / Sustainable Investment / Mutlisector / thematic

FROM TRADITIONAL TO IMPACT INVESTMENTS

We have created a simple guide, which explains the 4 main approaches to responsible investing and the different ways of combining the search for yield and impact.

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