The management of your assets
Your Personal Banker's aim is to advise you to the best of his/her abilities and propose the solutions that are most appropriate for your situation.
Whether you wish to constitute savings, yield a profit on your current assets or simply prepare for the future, your Personal Banker is at your disposal to provide you with a professional and customised service.
Your objectives in matters of savings
How should you structure your savings?
Which method should you choose for your personal savings or those of your children and/or grandchildren?
Whatever your questions concerning our savings solutions, your Personal Banker will support you in making the best choices in the short, medium or long term.
Your objectives in matters of investment
At the end of what period must your money again be available?
Must your portfolio help you to implement a particular project?
What risks are you ready to take in relation to the expected yield?
This information is crucial. Whether you have a "dynamic" investor profile, meaning that you are ready to take risks to reach a potentially high yield, or whether you are planning less risky investments with a more modest return on investment, your Personal Banker will develop an approach, with you, which corresponds to your situation and your expectations.
Your investment profile
Together with your Personal Banker, you will define your investor profile.
Several important criteria are taken into account:
Your Personal Banker helps you make the most of your savings and build a diversified investment portfolio.
Every company wants to be green, ethical, responsible, socially conscious etc. Is this possible? And does Sustainable and Responsible Investment really make a difference?
If you have followed the previous posts you are an advanced saver by now! If you have managed to set aside some spare savings that you will not need in the short term you should continue to read this article…
A share is a unit of ownership delivered by a capital company. In most cases, it is a commercial company with a limited liability. Holding one of several shares – in other words, being a shareholder – means that you own a part of the company’s capital but you are not held personally liable for the company’s debts.
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