Investment services

Entrusting the management of your investment assets to Banque Eric Sturdza, according to an agreed objective and investment profile, with the strategy defined by the Bank’s Investment Committee. Depending on the size and objective of the portfolio discretionary portfolios can take the form of Classic Mandates, Premium Mandates, or Bespoke Mandates.

With the discretionary mandate, you are secure in the knowledge that our investment experts are continuously reviewing and managing your portfolio to achieve your investment objectives.

Banque Eric Sturdza advises on a wide range of investment opportunities and products, in tandem with a client’s wishes, knowledge and experience. With an advisory mandate you always have the final say as to what investments you would like to make. Advisory portfolios can either be transaction or portfolio mandates.

Transactional Advisory provides opportunistic investment advice, and investment recommendations from either the relationship managers or upon your own specific request.

Portfolio Advisory; an investment specialist provides portfolio advice directly to you based on agreed objective,s in line with your risk profile and/or investment philosophy. The asset allocation of the portfolio takes into consideration your global risk profile and overall wealth.

Portfolio reviews are performed with the Investment Specialists on a regular basis and your personal situation is assessed to build dynamic tailor made investment solutions and proposals.

Banque Eric Sturdza acts as the custodian of your assets, and executes transactions that you have specifically placed with the bank. No investment advice is provided by the bank.