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Managing on your own |
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Some of our clients, very much at ease in the financial markets, wish to remain in control of the management of portfolio. Nonetheless they desire to sound out their ideas and to benefit from expert advices and personalised recommendations.
It is in this context that we have created our Investment Advisory. Offered as part of the Wealth Management Agreement, it allows you to freely manage your portfolio by deciding your own asset allocation, with the active assistance of your Wealth Advisor.
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