External Asset Manager Services

Our custody services enable an institutional client, EAM or family office to have access to comprehensive investment solutions.
Through its products platform, Investment Advisory can provide broad support to meet the specific needs of family offices and institutions.

The following is a selection of our services that can tailored to meet your needs and those of your clients:

  • Dedicated investment and portfolio advice performed by the Investment Advisory team
  • Direct access to investment products with prompt and dedicated support and follow-up
  • Optimized execution using the bank’s comprehensive counterparty network
    
  • Loans and credit on investment portfolios taking into consideration the broad client asset base
  • Specialized reporting
application/pdf Investment Strategy Q4 17
application/pdf Market Update
application/pdf Automatic Exchange of Information