INVESTMENTS

Asset allocation with Serenity

IN PRACTICE

Focus on the essentials

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

YOUR BENEFITS

Peace of mind and control

You set the overall direction of your portfolio according to your vision. You can choose to follow or ignore our experts’ advice. Like that, you maintain control over your investments while benefiting from professional guidance.

MORE INFORMATION

Want to invest with peace of mind?

Looking for investment advice? Your Private Banker will explain the Serenity contract in detail. You can also contact us online.

Looking for investment advice you can trust?Contact us

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 multi-management: different specialists invest the underlying assets in different sectors, regions, or currencies, according to their respective expertise. This gives you a highly diversified portfolio via just eight components.

Make informed decisions

We immediately inform you when market conditions change and/or if our experts recommend adjusting your portfolio. You then 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, anytime

On our exclusive digital platform, securely integrated into Easy Banking Web, you always have all the information you need to make informed decisions.

  • Each month, a new video informs you about financial news or develops a theme presented by an expert.
  • Every three months, you’ll receive a summary of the past quarter and forecasts for the coming months.
  • You can check the value, evolution, and performance of your portfolio at any time, as well as the most important positions in the different funds.
  • You can simulate the consequences of a particular piece of 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 a tailored asset allocation with your personal touch, advice from your Private Banker or Wealth Manager, transparency through our digital platform, and additional information to keep you well-informed.

TYPES OF INVESTMENTS

Personalised and secure investments

  • Invest with active monitoring

    You are interested in the financial world and want to maintain total control over your portfolio. At the same time, your portfolio manager advises and helps you discover investment opportunities.

    Invest with active monitoring

  • Invest by delegating your portfolio management

    You want to entrust the management of your assets to specialists. Our experts can manage your portfolio, while fully respecting your directives. You don't have to worry about anything.

    Invest by delegating

  • Invest to grow

    Are you looking for a lever to develop your professional and private assets? We offer businesses and entrepreneurs a wide range of investments, including sustainable and responsible ones, with potentially attractive returns.

    Invest to grow

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