Financial Advisory Service

Who’s it best for?

For clients who like a wide and structured offering that suits all levels of service, in terms of both costs and assets.
The final decisions are always yours to make.

Investment strategy

The BPS (SUISSE) Financial Advisory Service is based on the competence and professionalism of our Investment Advisory (IA) consultants and specialists.

We propose two options:
Simple model characterised by traditional pricing for custody and trading of securities, with the latter having a fixed cost per transaction, regardless of the amount and type of security traded. In addition to its dedicated consultants, BPS (SUISSE) provides its securities lists, releases the tax statement free of charge at the end of the year and provides an Investment Advisory Service specialist for an annual portfolio review and optimisation meeting.

All-inclusive model with pricing calculated on assets and inclusive of all costs related to the banking products. In addition to the previous option, account maintenance and postage costs are included. In addition, Investment Advisory Service specialists are also available for a six-monthly portfolio review and optimisation meeting.

Benefits

• Wide-ranging offer tailored to meet your needs
• Qualified support in investment decisions by meeting with specialists from the Investment Advisory Service
• Control over the final decisions, they always remain in your hands.