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Wealth Management

A close partner

For all your banking relations, your advisor will be your personal contact, not only with regard to asset management, but also in order to coordinate on your behalf the implementation of appropriate solutions falling within the remit of other departments within the bank.

Analysing your investor profile and defining your requirements and expectations are two of the objectives on which your Wealth Management advisor will specifically focus.

Depending on whether you choose not to become involved in day-to-day decisions or whether you wish to be informed in advance of each transaction, BCEE will recommend that you opt either for discretionary portfolio management or advisory portfolio management.

In addition to these asset-management options, you can also opt for our advice service within the framework of which you decide yourself on investment operations, while naturally at the same time drawing on the support and opinions of your advisor. This option, linked to the package Activinvest, enables you to make your investments at advantageous fee rates.

In order to optimise your asset structuring, your advisor will draw both on expertise within the bank and on that of external professionals and partners so as to set up individual solutions based on analysis of your requirements.