Advisory Professional

Who’s it best for?

Ideal for those who prefer to take an active role in their own investment strategy decisions.
This type of mandate gives you the freedom to make your own choices – our specialists will provide you with constant support with your decisions, but the agreement to go ahead with the investments remains entirely in your hands.

Investment strategy

The Advisory Professional mandate, provided by BPS (SUISSE), is sure to offer you complete and professional assistance that covers all aspects of the decision-making process relatin to investments. You can continue to make your own investment decisions whilst taking advantage of expert knowledge to keep your portfolio perfectly aligned with your desired objectives and stay abreast with changes on the markets.

Benefits

• Proactive and personalised advice for investment objectives pursued
• Professional assistance with investment decisions thanks to a Quick execution of agreed investment instructions
• Constant overview of the portfolio by the manager and prompt streamlining of the strategy
• Facilitated access to investment ideas.