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portfolio management
For customers who want to delegate the analysis, decision-making, monitoring and risk control of their investment portfolios, while combining the financial return with a sustainability-based approach. Using five risk profiles, we service our customers according to their risk-return objectives and a sustainable approach. We use the vehicles that best suit customers’ needs including equities, fixed income, investment funds, ETFs, etc. Portfolios are managed according to customers’ custody and jurisdiction preferences.
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