Retail investor services

A broad choice of high-end services for all budgets

Management mandate

  • RAssistance in the creation of mandate requirements
  • RFinding a solution to meet your investment objectives
  • RManagement of your life insurance contracts, securities portfolios, SCPI, etc...

Dedicated funds

  • \Dedicated Internal Funds
  • \Collective Investment Funds (CIF)
  • \Specialised Insurance Funds
  • RTransparent access to services from Luxembourg
  • RTransparency of underlying assets
  • RPersonalised reports

Portfolio monitoring

Set your risk and performance objectives, follow their evolution over time, identify the strengths and weaknesses of your investments, using cutting-edge risk/reward methodologies.

Create your reports and portfolio status with ease.

Monitoring your socially responsible investments

Dynamic and temporal monitoring of ESG ratings with respect to your investments. Visualize the evolution of the Environmental, Social and Governance impacts of your investments.

Portfolio monitoring

Set your risk and performance objectives, follow their evolution over time, identify the strengths and weaknesses of your investments, using cutting-edge risk/reward methodologies.

Create your reports and portfolio status with ease.

Monitoring your socially responsible investments

Dynamic and temporal monitoring of ESG ratings with respect to your investments. Visualize the evolution of the Environmental, Social and Governance impacts of your investments.

Financial Investment Consulting

How to invest in financial instruments ?

We can offer you responsible and sustainable investment solutions.