ActivMandate Delegate the 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.

Benefit from a comprehensive range of services with ActivMandate Save time by appointing our experts to manage your portfolio

Brochure "BCEE Investment Services"

Brochure "Private Banking"

Brochure "Oddo BHF"

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

  • “All-in” tariffs for orders under management under mandate *
  • No fee for an annual statement of transactions in financial instruments
  • No fee for an annual statement of income on financial instruments
  • Tax reclaim service
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Our Investment Advisers

  • 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

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

Last name
First name