Do you want to benefit from our investment specialists’ expertise?
Our discretionary management mandates and proactive advisory service gives you access to tailored support.
You receive guidance from your adviser and a dedicated investment expert, who:
- offer active, conviction-based portfolio management investing in funds and direct lines
- provide investment proposals to suit your objectives
- apply the Bank’s investment methodology to every investment proposal and decision
- hold investment meetings with you to
- discuss the macroeconomic environment and the markets,
- analyse the allocation, performance and risk of the assets and securities in your portfolio, and
- review transactions excecuted,
- provide you with a consolidated overview of your assets.
In addition, you benefit from tax reclaim and tax relief services.
Do you want to diversify your portfolio by investing in other asset classes?
Private Equity represents an opportunity to diversify your wealth. Having unlisted companies in your portfolio allows you to invest in businesses with high growth potential.
Together with our dedicated team, you
- define a target allocation and gradually build a diversified private equity portfolio
- access a wide range of alternative investment products – due diligence and monitoring of your commitments
- benefit from administrative support for your investments and cash flows (capital calls, distributions, etc.); and
- obtain a consolidated report of your private equity investments.
Interested in setting up an investment vehicle?
Whether your plan is to launch a fund investing in listed stocks or private equity, or you with to set up a dedicated fund for your family, our experts will support you with:
- the structure and creation of your fund UCITS, RAIF, SIF, SICAR, etc.
- custodian bank and administration services; and
- the management of a fund or a fund component, in line with your profile and specifications.
Interested in enhancing returns on your investments, while safeguarding all or part of your capital?
Gain access to dealing room skills via the establishment of structured products on an extensive range of underlyings (equities, foreign exchange, interest rates, etc.) through a dedicated issuance programme.
You can thus subscribe to our regular issues of structured products or opt for tailor-made products that match your profile and meet your specific objectives.
