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.