ADVISORY SERVICES
Through Advisory Services, you will receive personalised proactive advice with detailed investment suggestions and trade alerts. You will benefit from trading-oriented advice and recommendations with monitoring, allowing you to make your own investment decisions.
" If you wish to play an active role in managing your investments by receiving investment advice and ideas on a regular basis, Advisory is made for you!"
Robert Vedeilhie
Global Head of Advisory
How we serve you
You will receive personalised pro-active advice with detailed investment suggestions and trade alerts from your Relationship Manager. You benefit from a more active trading-oriented investment advice and recommendations with personalised monitoring to make your own investment decisions.
Your Relationship Manager
- Is your personal trusted partner who understands your goals and needs
- Helps you to define your financial objectives, your risk/reward profile together with your investment horizon
- Identifies the solutions best suited to your needs with the help and support of a team of experts
Your Portfolio Advisor
- Makes personalised investment recommendations according to your needs and the investment strategy of BNP Paribas Wealth Management
- Produces portfolio allocation and investment proposals
- Is in charge of the construction of your investment portfolio
- Provides regular reports and investment reviews
- Monitors your investment portfolio