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