As part of our discretionary management we apply a tailored made strategy or focus on a particular investment theme. It is aimed at investors who do not have the time or the information to follow the evolution of the financial markets, which are becoming more and more complex, to make use of a patrimonial investment in order to generate a positive, regular and perennial return which become more difficult.
Come and meet our manager to discuss together with them of the investment opportunities available to your profile, by subscribing to our discretionary management you benefit from a dedicated manager who regularly informs you about the evolution of your portfolio. In addition, you have access to your Webportfolio, which will allow you to regularly follow our investment strategies.
Our discretionary management offer is already available from EUR 100,000.
Our performance of our model portfolios shown below is calculated net of fees, please note that past performances are not a guarantee for the future performances.
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The characteristics of our different management profiles
The caractéristics of our different portfolio management profiles are :