My 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 ∨
mymandate - crystal

 

 

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

Partner

 

 

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
Real estate, jet and yacht 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
My ADVISORY

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.

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More information about our investment services