Our investment services Sample Clauses

Our investment services. Banque Transatlantique Luxembourg can help you manage your assets. Whether you would like to delegate management of your assets, take advice from our experts while retaining control of your asset management, or manage your portfolio independently, we can offer you a range of investment services tailored to your assets and expectations: - If you would like to delegate management of your portfolio to the bank’s experts, Banque Transatlantique Luxembourg has created two investment services tailored to both your investor profile and your investment capacity - Profiled Discretionary Management and Customised Discretionary Management if you have investment capacity of over three (3) million euros; - If you would like to retain control of managing your assets while accessing our expertise, we can offer two separate investment advice options: Investment Solution Account and Advisory Management if your assets are worth more than one (1) million euros; - If you would like to make your own investment decisions independently and benefit from the bank’s ability to access the financial markets, we can offer you our Execution Account. Banque Transatlantique Luxembourg has opted for Non-Independent Advisor status. Below €250,000 €250,000 €1 million - €1 million €3 million - €3 million million - €10 Above €10 million Discretionary Profiled Discretionary Management Profiled Discretionary Management Profiled Discretionary Management Profiled Discretionary Management/Customised Discretionary Management Customised Discretionary Management Advisory Investment Solution Account Investment Solution Account/Advisory Management Investment Solution Account/Advisory Management Investment Solution Account/Advisory Management Independent Execution Account Whatever degree of delegation you opt for, we can tailor your investment strategy to your investor profile, which we will establish with you as soon as we begin working together. We offer four investment strategies: - Defensive: You are seeking performance above that of money market returns while benefiting from a high level of protection for your capital; - Balanced: Your profile is characterised by a balance between risk and return. You are simultaneously seeking a regular income and growth in your portfolio; - Dynamic: Your strategy consists of seeking strong growth potential over the longterm;