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.
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.
CUSTOMIZED UPDATESPersonalized account statement and a flexible, transparent and up-to-date investment approach.
OPEN ARCHITECTUREAccess to an open architecture structure that offers best in class products and services.
INVESTMENT ADVISORYIndividualized strategic asset allocation approach, combining BPI (SUISSE)’s investment strategy with our dedicated Investment Advisory team.
TAILORED PROPOSALSProactive investment proposals in line with Clients individual goals and risk tolerance, through a disciplined advisory approach.