Activmandate Delegate the management

Discretionary Management

Activmandate is aimed at investors who wish to benefit from discretionary management of their assets by a team of experts who make investment decisions suited to the customer’s investor profile.

Activmandate, transparent all-in pricing Discover our package at a flat rate

Your investor profile
Your investor profile
You want your assets to be managed in a way that suits your profile.
Professional and individual monitoring
Professional and individual monitoring
You are happy to delegate the day-to-day management of your assets and benefit from professional monitoring of your portfolio.
An ideal and solid partner
An ideal and solid partner
You are looking for the ideal partner, who is at the forefront of the Luxembourg market, to manage your wealth.

Activmandate

Delegate the management of your assets to a team of experts

Activmandate Green

Put sustainability at the heart of your wealth management strategy

Activmandate ODDO BHF

Benefit from the expertise of the first independent Franco-German financial group

Benefit from a comprehensive range of services with Activmandate Save time an let our experts manage your portfolio

Brochure "Private Banking"

Brochure "Oddo BHF"

Activmandate and Activmandate ODDO BHF

Delegate the management of your assets to a team of experts who will listen to you, while benefiting from their expertise.

  • “All-in” tariffs for orders under management by mandate
  • Fee on annual statement of transactions in financial instruments included
  • Fee on annual statement of income on financial instruments included
  • Tax reclaim service included
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Activmandate Spuerkeess Asset Management

Financial instruments

  • “All-in” tariffs for orders under management by mandate *

Additional services

  • Custody fees included
  • Fee on annual statement of transactions in financial instruments included
  • Fee on annual statement of income on financial instruments included
  • Triple A reporting fee (monthly/quarterly/half-yearly/annual) included
  • Tax reclaim service fee included **

Quarterly flat fee ***

  • Quarterly “all-in” commission
* Transaction fees may be increased by taxes that apply to the various stock exchanges (stamp duty, tax on financial transactions, capital gains tax, etc.). Transaction costs are increased by local settlement fees for certain stock exchanges outside Central Europe and North America. ** Service subject to conditions and reserved for individuals domiciled for tax residents in the Grand Duchy of Luxembourg, in Belgium, in France and in Germany. *** Minimum term of the contract: 6 months. Annual charge of 1,00% with a min. annual fee of EUR 2.500 (excluding VAT 17%), or annual charge of 0,50% plus a commission of 10,00%, calculated on the positive annual performance of the portfolio, with an annual min. of EUR 750 (excluding VAT 17%).

Activmandate ODDO BHF

Financial instruments

  • “All-in” tariffs for orders under management by mandate *

Additional services

  • Custody fees included
  • Fee on annual statement of transactions in financial instruments included
  • Fee on annual statement of income on financial instruments included
  • Triple A reporting fee (monthly/quarterly/half-yearly/annual) included
  • Tax reclaim service fee included **

Quarterly flat fee ****

  • Quarterly “all-in” commission
* Transaction fees may be increased by taxes that apply to the various stock exchanges (stamp duty, tax on financial transactions, capital gains tax, etc.). Transaction costs are increased by local settlement fees for certain stock exchanges outside Central Europe and North America. ** Service subject to conditions and reserved for individuals domiciled for tax residents in the Grand Duchy of Luxembourg, in Belgium, in France and in Germany. **** Contact your adviser.

Our Investment Advisers

  • Spuerkeess Asset Management is the trading name of BCEE Asset Management
  • Independent management company since 2006
  • Best fund manager in its category in Luxembourg in 2018
  • Rewarded for 7 consecutive years by the rating agency Fundclass
  • Elite Report 2019 N°1 for the 13th time in a row
  • First Five 2017 & 2018 & 2019
  • 1st place in the 60-month investment horizon Asset management category
  • 16,6 % solvency ratio

Customised management Thanks to the variety of discretionary portfolio management profiles

Meet with your Private Banking Advisor
Meet with your Private Banking Advisor
Your advisor will guide you in all your banking relationships
Determine your investor profile
Determine your investor profile
Based on your investment horizon, your expected return and acceptable level of risk, you may choose between 5 strategies.
Discretionary portfolio management
Discretionary portfolio management
Wealth management divides the investment into different asset classes according to the strategy chosen
Reporting at an agreed frequency
Reporting at an agreed frequency
Your advisors send you reports on a monthly/quarterly/half-yearly/yearly basis

Discover the Lombard Loan for more performance and flexibility

The Lombard Loan represents an interesting solution that allows our clients to increase their financial flexibility without having to sell their securities.

Do you have any questions regarding our Private Banking packages? Ask to be contacted by one of our Private Banking Advisors who will answer your questions and offer you advice.

Activmandate

I want to be contacted by a Private Banking advisor

Do you need more detailed Information? Contact us

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