ADVISORY SERVICES
Through Advisory Services, you will receive personalised proactive advice with detailed investment suggestions and trade alerts. You will benefit from our best investment ideas and recommendations with monitoring, allowing you to make your own investment decisions.
" If you wish to play an active role in managing your investments by receiving investment advice and ideas on a regular basis, Advisory is made for you!"
Robert Vedeilhie
Global Head of Advisory
How we serve you
You will receive personalised pro-active advice with detailed investment suggestions and trade alerts from your Relationship Manager. You benefit from a more active trading-oriented investment advice and recommendations with personalised monitoring to make your own investment decisions.
Your Relationship Manager
- Is your personal trusted partner who understands your goals and needs
- Helps you to define your financial objectives, your risk/reward profile together with your investment horizon
- Identifies the solutions best suited to your needs with the help and support of a team of experts
Your Portfolio Advisor
- Makes personalised investment recommendations according to your needs and the investment strategy of BNP Paribas Wealth Management
- Produces portfolio allocation and investment proposals
- Is in charge of the construction of your investment portfolio
- Provides regular reports and investment reviews
- Monitors your investment portfolio