Know-how

An individualised approach to respond appropriately to a client's needs.

Providing investment advice

If our clients wish to take an active part in managing their assets, a manager is there to listen, provide high-value-added advice and high-calibre know-how, and to meet even the most sophisticated requirements. The Bank also enables clients to track their investments in real time through the Investor secure online service.

Mandated Management

Clients may, if they wish, entrust the management of their assets to specialists who continuously monitor investments and make investment decisions in accordance with financial market trends and developments. The Bank determines with the client the type of management mandate that best fits his/her objectives and profile.

The BPES Strategy Committee meets regularly. It analyses the changes in a constantly evolving business world, gauging their impact on the different classes of asset. The conclusions of its studies are shared with the Bank's investment teams, which follow their recommendations and put them into practice.