MY ADVISORY
Our My Advisory investment service is suitable for investors who wish to participate in the management of their assets and take full advantage of our financial expertise.
LEARN MOREMy Mandate
Our My Mandate discretionary management service is aimed at investors who wish to entrust the day-to-day management of their investments to a team of specialists. Three support options are available to you.
Options ∨
My Mandate - Crystal/Classic (Option 01)
I would like to entrust the management of my investments to a team of experts who will make adjustments according to market conditions.
You wish to entrust the day-to-day management of your investments to a team of experts
You wish to invest through the mandates designed by our team of experts
You wish to have your assets monitored on a regular basis
My Mandate - Smart (Option 02)
I would like to entrust the management of my investments to a dedicated portfolio manager and obtain a personalised management mandate.
You wish to entrust the day-to-day management of your investments to a dedicated portfolio manager
You wish to be able to contact your manager directly if necessary
You wish to invest your assets through a fully personalised management mandate
You wish to have your assets monitored on a daily basis
Your monthly management report needs to be detailed and customised
Services ∨
| CRYSTAL/CLASSIC | SMART | |
| Management team | ||
| Relationship Manager (Chargé de relation) | ✓ | ✓ |
| Portfolio Manager (Gestionnaire de Portefeuille) | No Direct Access | Direct Access |
| Construction of your investment portfolio | ||
| Identification of your investment objectives | ✓ | Personalised |
| Implementation of your investment strategy | ✓ | Personalised |
| Day-to-day adjustment of the investment universe | ✓ | ✓ |
| Annual portfolio review | ✓ | ✓ |
| Audit & reporting | ||
| Monitoring/investment universe/concentration | ✓ | ✓ |
| Continuous monitoring of your investments | ✓ | ✓ |
| Investment report | Monthly | On request |
| Sustainable Investment | ||
| Definition your profile as a responsible investor | ✓ | ✓ |
| Responsible management mandate (ESG) | ✓ | Personalised |
| Financing solutions* | ||
| Lombard Consumer financing | ✓ | ✓ |
| Lombard Leverage financing | ✓ | ✓ |
| *You benefit from a preferential financing ratio | ✓ | ✓ |
| Financial publications | ||
| Market updates | ✓ | ✓ |
| Strategic publications | ✓ | ✓ |
| Monthly strategy letter | ✓ | ✓ |
| Solutions digitales & E-banking | ||
| Accès E-banking MyWealth | ✓ | ✓ |
| Market reviews | ✓ | ✓ |
| Portfolio news | ✓ | ✓ |
More information about our investment services