Take advantage of a transparent all-in offer Don't waste your time managing your portfolio: call on our specialists
lux|mandate
Let our experts manage your assets!
- A personalised investment strategy that respects your investment objectives, your knowledge of financial instruments and your sustainability preferences.
- Transparent discretionary management available from an initial investment of EUR 25.000 for a monthly all-in fee of EUR 10 (excl. VAT).
- Professional management by Spuerkeess Asset Management, which acts as an advisor in the composition of the portfolio.
- A dedicated Personal Banker who will guide you through all your banking relationships.
How do you build your tailor-made portfolio? Thanks to the different risk profiles and the inclusion of your sustainability preferences
A tailor-made portfolio of lux|funds funds
lux|mandate is an investment solution managed by the experts of Spuerkeess Asset Management. This team of specialists provides recommendations on the allocation of asset classes, business sectors and geographical areas, whilst respecting the client's investor profile.
The lux|mandate discretionary management service is composed mainly of lux|funds, Spuerkeess' in-house fund range. These funds have been designed to perfectly match the needs of our clients and are managed in accordance with the United Nations Principles for Responsible Investment to reflect your values as well.