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A solution that offers more flexibility in the allocation of your assets under private management.

A balanced approach

Do you want to emphasize one asset class in your portfolio or invest more in emerging markets, for example? Your preferences could have an unexpected impact on the balance of your portfolio and on your returns. The personalized investment policy enables you to benefit from the expertise of our Advisory Managers to protect your interests.

A good perspective

Backed by an advisor and by our investment team, our Advisory Managers help you adjust the asset composition of your portfolio, in keeping with your investor profile and your investment objectives. Personalization also takes into account assets held elsewhere at other institutions to have a good overview of the situation.

Effective management

Our Advisory Managers have leading-edge expertise in their field. They stay focused on your objectives while ensuring that your asset allocation is properly balanced. Contact your advisor for more information and to assess your needs.

For an analysis of your situation,
get in touch with one of our advisors