Responsible Investments: certification...
Carlo Stronck, Director, and Loïc Chaulacel, Portfolio Manager specialising in responsible investment at BCEE Asset Management, talk about their...
We believe that a significant number of our clients still wish to receive the regular input of an advisor whilst taking personal charge of the final investment decision.Claude Hirtzig - Senior Vice President, Head of Private Banking
By opting for one of these two advisory offerings clients also cover their day-to-day banking requirements, as all payment-service and account-management aspects are also included.
The chief feature of our service is complete transparency. We want clients to fully understand our investment offerings and have faith in our advisors and product range.Claude Hirtzig - Senior Vice President, Head of Private Banking
The aforementioned offerings have three things in common:
In terms of additional services, Spuerkeess provides clients with reports to help with tax returns in Luxembourg and surrounding countries, as well as tax reclaim services for clients wishing to claim back withholding tax on foreign investments. In addition to these financial and tax aspects, Spuerkeess' private banking professionals are also key points of contact for real estate investments and estate planning.
In Private Banking, the digitalisation process took place first and foremost at advisory support, reporting and risk management levels. To address this, we have implemented a new in-house advisory tool, which enables clients, together with their dedicated advisor, to determine their profile interactively and tailor-make their portfolio to match their financial goals and risk profile.
The clients particularly appreciate the visualisation of the development of their portfolio and the possibility to simulate adaptations to then decide their concrete implementation. These simulations can moreover be sent electronically to the S-net platform, in order that the client may make its investment choices even without being physically present with the advisor.