Advisory management
Investment advice via the Investment Advisory Group (IAG) is an advisory service aimed at private investors who wish to be involved in the investment decisions relating to their financial assets.
The investment advice service enables you to exchange investment ideas with our investment advisory specialists. You will therefore benefit from a personalised asset management advisory service tailored to your profile, investment horizon, risk objectives and projected return or to any other financial needs.
A team of experts at your disposal |
Drawn from the institutional environment or former market players, members of the IAG team have solid experience in their respective areas of expertise. They are specialised according to the asset class and work closely with private bankers. They are therefore able to react to the economic realities of the financial markets and to your needs, by offering personalised products.
The ability of our teams to react promptly is strengthened through the use of a dealing room within the private bank, which is used to carry out our clients' transactions.
Analysis of the construction of your portfolio |
Once your investment horizon and performance objectives have been defined, we will analyse in greater detail your risk aversion to alternative asset classes, structured products, currency and geographical exposures (emerging countries).
A dedicated investment advisor will be available to:
| - Draw up your investment strategy and analyse your preferences;
- Propose individual investment solutions selected and developed to meet your objectives;
- Establish your asset allocation based on the risk/return ratio;
- Implement your choices and manage your investments;
- Promptly communicate proactive advice in line with your risk profile;
- Generate regular tailored reports.
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The investment advice service will meet your expectations if you wish to retain full independence in terms of selecting investments, managing your portfolio* yourself and discussing your financial transactions in advance with a specialist.
* Applicable to "informed investors" within the meaning of Article D411-1 of the French Monetary and Financial Code (Code monétaire et financier).
The "Execution only" service
| - An offering to execute stock market orders;
- Points of contact, as requested by the client or the investment advisor;
- Receipt upon request of market analyses, notes and comments (daily, weekly or monthly).
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The provision of advice governed by an investment information and advisory agreement
| - Offering of flexible, opportunistic "investment information and advisory" services;
- Discussions between the client and our specialists to define their objectives in terms of performance and risk together with their investment constraints;
- Regular monitoring and investment reports;
- A mandate covering the terms and conditions of the provision of investment advice, the investment advisor's responsibilities and remuneration.
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