Advisory mandate “Jonction”
With the advisory mandate "Jonction", you benefit from professional advice and support while retaining your autonomy to decide on your investments.
- Accessible from CHF 500,000
- Personalised proposals
Proposals are based on your investment objectives
Regular portfolio updates are provided by your client adviser
Our experts continuously monitor adherence to your investment objectives
Our proposals are based solely on investments that meet our requirements and our investment philosophy
In keeping with BCGE's investment philosophy, our experts continuously analyse the markets in order to select the best investment opportunities.
Together with your client adviser, you define your situation and your needs so that he can propose a suitable investment strategy, on which you remain the decision-maker.
We monitor your portfolio on an ongoing basis to ensure that it remains in line with your initial objectives. If this is not the case, we inform you immediately and propose corrective measures.
At least once a year, your client adviser will provide you with a status report.