Discretionary management
The legal framework of discretionary management allows you to delegate the financial management of your portfolio (mutual funds, equities, bonds) to a team of experienced professionals. By choosing our Inflation Plus offer, you fix your investment horizon and degree of risk.

If you choose a return profile (Inflation Plus 4%, Inflation Plus 6%, Inflation Plus 8%.) you will benefit from an individual reporting process which will enable you to follow and analyse the management of your portfolio and its performance. Portfolios are monitored by specialist managers who are exclusively dedicated to this activity.

Advisory management
The advisory management framework gives you the opportunity to exchange ideas with experts from our Investment Advisory Group (IAG). You therefore benefit from tailored asset management advice which is adapted to your profile and the expected return (Inflation Plus 4%, Inflation Plus 6%, Inflation Plus 8%.) or any other financial goal you might mention. Experts from our IAG offer you advice on a wide variety of products and solutions and especially on structured products, with or without a capital-guarantee currency hedging, as well as specific investment recommendations.