1. Lexique > Gestion de Fortune
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Lexique > Gestion de Fortune


Intro text


An investment advisory mandate is a services suited to private banking clients who wish to be guided but play an active role in the management of their wealth. Through its experts, the bank provides each client with advice on investments in the main asset classes, market analysis, and portfolio allocation recommendations that fit the client’s return objectives, time horizon, and risk profile.

As the clients always make the final decision, it means they maintain full independence and control when it comes to their investments. The bank generally makes available to advisory clients all its economic, thematic and asset class analysis as well as its strategic and tactical investment views.

Advisory services
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Expertise d'investissement

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