In advisory management, you benefit from the support of investment experts. In practical terms, we’ll contact you on a regular basis to propose funds or the best choices between different funds or to inform you of security maturities or about potential discrepancies between your strategy choices and your portfolio. These precise and specific recommendations, complemented by a periodic report on the status of your assets and the performance achieved, an investment newsletter and priority invitations to conferences and economic events, enable you to manage your portfolio in the best possible way. However, even if you get expert advice and are well informed, you are still the only one in charge. It is you and you alone who decide whether or not to follow the recommendations given to you.
To find out if advisory management is right for you, ask yourself the following questions. Do you have the time to keep yourself informed? Do you have a sufficient level of investment experience and knowledge? Are you available quickly to take up opportunities submitted by your advisor? If you do not meet these criteria or if this approach does not suit you, then the best option is to turn to discretionary management.