Your personal and financial situation
Your investor profile should reflect your personality, your financial and family situation, your investment experience and knowledge, and your investment objectives.
Your investor profile should reflect your personality, your financial and family situation, your investment experience and knowledge, and your investment objectives.
It is important to consider your plans for the short, medium and long term. The longer the investment period, the greater the number and variety of investment opportunities.
After a full assessment of your situation, your goals and your needs, we will work with you to define the investment policy/guideline that best matches your investor profile.