Because your needs are specific, and in order to provide you with the best possible solutions, ALMA MANAGEMENT Advice & Management is here to analyze and organize your asset strategy, coordinate the expertise suited to your needs, support you in the proper conduct of your current daily banking transactions (cards, wire transfers, etc.), ensuring priority processing, and of course to analyze the structure of your assets and suggest developments with regard to your aims and to the current regulatory situation.

MANAGEMENT WITH ADVISORY SERVICE – PRIVATE BANKERS

You would like to remain in charge of managing your assets :

• A special relationship with the private banker that ALMA MANAGEMENT will recommend to you
  • Complete control of your portfolio
  • Advice on your investments
  • Access to the bank’s internal investments

MANAGEMENT WITH THE ACTIVE ADVISORY SERVICE

If you would like to be actively advised by ALMA MANAGEMENT Advice & Management, in your management :

• Access to a dedicated market specialist
  • Quick execution of your orders
  •  Complete monitoring of your portfolio
  • Access to financial information

MANAGEMENT WITH THE DELEGATION SERVICE

You would like to entrust the management of your assets to ALMA MANAGEMENT Advice & Management

• Access to personalized management
  • Report on the management of your portfolio
  • Control of risks