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Our strategists offer you the ideal asset allocation, based on your profile, financial situation, and objectives.
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.
Looking for investment advice? Your Private Banker will explain the Serenity contract in detail. You can also contact us online.
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.
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.
On our exclusive digital platform, securely integrated into Easy Banking Web, you always have all the information you need to make informed decisions.
TYPES OF INVESTMENTS
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.
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
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.
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