MY MANDATE
Our My Mandate discretionary management service is suitable for investors who wish to entrust the day-to-day management of their investments to a team of specialists.
LEARN MOREMy Advisory
Our My Advisory investment service is suitable for investors who wish to play an active role in the management of their assets and take full advantage of our financial expertise. We offer two-level advisory services.
Options ∨
My Advisory - Essential (Option 01)
I wish to safeguard my assets independently while benefiting from a protective framework and the financial expertise of my relationship manager.
You are an independent investor and as such you make your own investment decisions
You wish to receive personalised investment ideas and recommendations from time to time
You benefit from our selection of investment products from our recommended investment universe
My Advisory - Partner (Option 02)
I wish to play an active role in managing my investments by receiving investment advice and ideas on a regular basis.
You are proactive when it comes to managing your investments
You wish to receive personalised investment ideas and recommendations on a regular basis
You wish to discuss with a dedicated investment advisor
You are concerned about potential risks and wish to monitor your investments
You like to receive and read all of our publications, research and analysis
MY ADVISORY - INVESTMENT SERVICES
| ESSENTIAL | PARTNER | |
| Management team | ||
| Relationship Manager (Chargé de relation) | ✓ | ✓ |
| Investment Advisor (Conseiller en Investissement) | - | ✓ |
| Construction of your investment portfolio | ||
| Identification of investment aims | ✓ | ✓ |
| Personal investment rules | - | ✓ |
| Portfolio allocation and investment proposal | - | ✓ |
| Personalised investment recommendations | ✓ | ✓ |
| Portfolio report* | - | ✓ |
| Annual portfolio review** | - | ✓ |
| Portfolio monitoring | - | ✓ |
| Audit & reporting | ||
| Assessment of your financial knowledge | ✓ | ✓ |
| Creation of your investor profile (CIP) | ✓ | ✓ |
| Assessment of the suitability of investments before execution | ✓ | ✓ |
| Sustainable investment | ||
| Definition your profile as a responsible investor | ✓ | ✓ |
| SRI portfolio analysis | - | ✓ |
| Impact investment improvement proposal | - | ✓ |
| Financing solutions | ||
| Lombard Consumer/Lombard Leverage financing | - | ✓ |
| Derivative financing | Standard risk monitoring on leveraged positions | Standard risk monitoring on leveraged positions |
| Financial publications | ||
| Access to recommended investment lists | ✓ | ✓ |
| Strategic publications | ✓ | ✓ |
| Monthly strategy letter | ✓ | ✓ |
| Digital solutions and online banking | ||
| Access to myWealth online banking | ✓ | ✓ |
| + Market reviews | ✓ | ✓ |
| + Portfolio News | ✓ | ✓ |
| Online consulting service | - | ✓ |
| Equity Desknotes | - | ✓ |
| Best-in-class transactions | - | ✓ |
* Supplementary report to the periodic report provided by the Bank
** review performed together with the Client of their Investment Strategy, personal investment rules and frequency of contact
More information about our investment services