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INVESTING

Asset allocation with Serenity

IN PRACTICE

Focus on the essentials

Our strategists offer you an ideal asset allocation, based on your profile, financial situation and objectives.

YOUR BENEFITS

Peace of mind and control

You determine the main lines of your portfolio according to your vision. You can follow or ignore the advice of our strategists. This way, you keep control over your investments while benefiting from expert advice.

MORE INFO

Looking to invest serenely?

Are you looking for advice to invest serenely? Your Priority Banker will explain the Serenity contract in detail. You can also contact us online.

Interested in advice to invest serenely?Call +32 2 433 41 69

Expertise and optimal diversification of your portfolio

Serenity offers broad diversification through eight funds representing eight major global asset classes. Some of these funds also benefit from a multi-management approach: multiple specialists invest the underlying assets in different sectors, regions or currencies, based on their respective expertise. This way, you have a very broadly diversified portfolio, with just eight components.

Make informed decisions

We inform you immediately when market conditions change and/or if experts believe that a portfolio adjustment is recommended. You decide to what extent you follow the advice given. You can simply ignore the advice or adjust it before applying it to your portfolio.

Accessible anywhere and at any time

On the exclusive digital platform, located in the secure environment of Easy Banking Web, you can find all the information you need to make the right decisions.

  • Every month, a new video informs you about financial news or develops a theme presented by an expert.
  • Every three months, you receive a summary of the past quarter and forecasts for the coming months.
  • You can check the value, evolution and return of your portfolio at any time, as well as the most important positions in the different funds.
  • You can simulate the consequences of a strategic advice on your portfolio. You can even adjust the proposal and simulate the consequences of this adjustment.

VIDEO
Discover Serenity
Invest serenely with advice
Serenity includes asset allocation with your own accents, advice from your Priority Banker, transparency through our digital platform and additional information to keep you up to date.
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