Advisory

An individualised service, always available and capable of satisfying the needs of exacting investors.

The Banque Privée Espirito Santo Trading Desk is designed to cater for qualified investors, who seek real-time execution of their orders and require direct access to experienced traders while retaining the final say in investment decisions.

Active Advisory gives access to advice and dialogue as well as to individualised portfolio management services and a vast array of economic and financial analyses covering a particularly wide-ranging universe of products and markets.

Our services include:
- A complete analysis of your personal wealth;
- Construction of portfolios, portfolio monitoring and balancing on the basis of asset allocation tailored to each Client, with regular adjustments;
- An alert service, monitoring information and events having an impact on your investments;
- Lists of traded futures, equities and bonds, with preliminary analysis of funds, stock analyses on request;
- Monitoring of interest-rate issues such as bonds;
- Daily and weekly newsletters, market tracking with the "Market Barometer", and full monthly analysis of the markets concerned;
- Special-purpose studies issued by our partners.

Markets are increasingly complex, and managing one's own portfolio involves time and effort. Accordingly, our Bank is at your side to provide individualised investment advice that factors in the constant changes in the world economy and the implications for the management of your portfolio.

The Active Advisory service offers customised investment services and solutions. Access to the Active Advisory desk is reserved for Clients who are thoroughly conversant with the markets.

These Clients will have regular contact with qualified advisers and experienced traders for defining the investment solutions best suited to their needs.

In addition to advice and dialogue, these Clients have access to market analysis, product studies (shares, bonds, structured or derivative products, third-party funds) and to the latest investment trends. Active Advisory provides a finely tuned individualised service with the availability and speed that are essential to meet the needs of exacting Clients.
Markets are increasingly complex, and managing one's own portfolio involves time and effort. Accordingly, our Bank is at your side to provide individualised investment advice that factors in the constant changes in the world economy and the implications for the management of your portfolio.