Expertise

Managing a large portfolio of assets requires availability and in-depth knowledge. BIL Suisse can assume this task for you, providing you with access to services with a high level of value added.

BIL Suisse proposes managing your portfolio for you in an entirelytransparent process and follows an investment strategy which can be summarised as follows:

• Our management philosophy: preserving your capital
• Conviction management: focusing on absolute returns
• Openness and transparency: explaining what we do, why we do it and how we do it
• Open architecture: selection of best-in-class funds
• Opportunistic approach: no obsession with benchmarks.

We work with all types of financial instrument

All financial instruments available on the market can be included in our service (non-exhaustive list):

• liquidity management;
• bond market;
• equities;
• structured and derivative products;
• forex or foreign exchange market;
• traditional and alternative funds;
• direct investments: venture capital and real estate;
• commodities.
• ...

We champion and have implemented an open architecture principle: we therefore never hesitate to propose high-performance financial products developed by external service providers, even competitors, when we believe that they rank among the best on the market.

For you, this open architecture is your guarantee of always having access to the best product. For us, it is an obligation to always be on the look-out, completely impartially, for the product that suits you the best and is the best performer.

You choose and remain master of your investments

Advisory management is what you need if you wish to remain the master of your choices whilst, at the same time, basing these choices on the recommendations of our experts. We will work to guide you, providing you with all of the information that you need to make decisions and to monitor your portfolio. Specifically, this is achieved through:

• regular contact with your relationship manager or a financial advisor in order to focus on your portfolio situation, and your investor profile
• personalised and proactive investment advice tailored to your situation,
• buy, hold and sell recommendations with a price objective,
• the availability of our trading floor, providing access to most stock markets (subject to terms and conditions) on the basis of the best conditions.

You will continue to manage your portfolio yourself but will enjoy much greater speed, whilst receiving accurate and specific information on a regular basis.

A true partnership

You choose to delegate the task of managing your assets

You delegate the management of your assets to us. By means of this discretionary management mandate, your portfolio will be actively managed by a team of professionals, each specialising in a particular geographical zone of the financial markets. They are supervised by an investment committee, which sets the Bank's investment strategy on the basis of being the most efficient.On the basis of this mandate, we act in your best in​terests, complying with your investor profile and your investment aims, as defined by us together.

The perfect combination of proximity to your relationship manager and the expertise of our analysts forms the cornerstone of your relationship with BIL Suisse. We can also offer you tailor-made management with a portfolio specific to your individual situation (integration of complex, international or even entrepreneurialdimensions), building on investment instruments and structures created especially for you. These solutions enable you to have a portfolio created on an exclusive basis, taking account of:

• your preferences in terms of asset type - liquid (bonds, equities) or less liquid (alternative and real estate funds, private equity/venture capital, commodities, etc.), all in partnership with specialist managers;
• your personal constraints;
• your investment strategy, as defined jointly in advance;
• your investment horizon.

You delegate, we provide the expertise