Financial
Advisory

Personalized Financial Advisory Mandate will allow the Client to be actively involved in the investment decisions through the Relationship Manager with permanent access to BPI (SUISSE)’s investment strategy and proposals.

Control
your own portfolio

We offer a dynamic service from a Financial Advisory perspective, guided by a transparent approach and strongly focused on the Client’s needs.

What we offer:
  • CUSTOMIZED UPDATES
    Personalized account statement and a flexible, transparent and up-to-date investment approach.
  • OPEN ARCHITECTURE
    Access to an open architecture structure that offers best in class products and services.
  • INVESTMENT ADVISORY
    Individualized strategic asset allocation approach, combining BPI (SUISSE)’s investment strategy with our dedicated Investment Advisory team.
  • TAILORED PROPOSALS
    Proactive investment proposals in line with Clients individual goals and risk tolerance, through a disciplined advisory approach.