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Our consulting services

From one-off or regular investment advice to complete discretionary management, our advisors guide you in all your choices.

Our services in asset management

R-INVEST: occasional advice

Regardless of your situation, expectations and risk profile, you can call on the services of a personal advisor to talk about your investment requirements. You will have access to the ‘investor hotline’ and a series of preferential rates.

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R-CONSEIL: regular advice 

You are a well-informed investor, able to play an active role in the management of your assets.

Through active tracking of the assets you have invested in various classes, your personal advisor will keep you up-to-date with what’s happening with your investments and offer regular, proactive advice on your investment choices. They will still need your agreement before making any investment.

In addition, you will have access to our ‘investor hotline’ and substantial price privileges.


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R-GESTION: discretionary management 

If you don’t have the time or information required to keep track of the increasingly complex financial markets, you can entrust your asset management to our discretionary fund management specialists.


When you call on our services, you benefit from:

  • A personal advisor who will keep you up-to-date with what’s happening with your portfolio
  • Your assets managed according to your risk profile and the selected discretionary management strategy
  • Our ‘Investors’ Outlook’ publication every month
  • A quarterly statement of various performance indicators
  • Tax reporting on the position of your assets in our books
  • Access to our ‘investor hotline’,
  • Substantial price privileges

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A highly professional service

Our Private Banking advisors, either at the Bank’s head office or in our agencies, are on-hand to help you select the best solutions for your needs and goals.