Benefit from a personalised approach
Step 1: Discover your impact'or profile
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.
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.