Banque Transatlantique

Investment management

Investment management for your present and future needs

Your circumstances are unique and evolve over time, so our investment managers are on hand to help you plan and manage your current and future financial needs through flexible investment planning and third party funds investing.

Our investment management service ensures that our clients are at the forefront of our minds, also focusing on transparency and flexibility. Our experienced investment team are committed to working with you to assess your risk tolerance, liquidity requirements and investment objectives. Using a disciplined in-house due diligence process, they will help you put together a portfolio of suitable assets.

As we are not tied to specific investment companies, you receive access to a range of third party investment funds from across the market place. You also decide the level of service you want from us, and how much involvement you have in the investment management process.

 

What can you expect?

Our service is completely transparent: the fee structure is simple and you receive quarterly performance reports, quarterly investment strategy reports and regular face-to-face meetings.

Advisory or discretionary portfolio management service

Advisory Investment Management

You work closely with an experienced private banker who can support you in identifying markets and opportunities to achieve your objectives. This advice is designed to support your investment decisions through in-depth analysis and expert recommendations.

Discretionary Portfolio Management

Your portfolio manager will manage, monitor and adjust your portfolio of assets on your behalf according to your risk tolerance, objectives, time horizon, liquidity and income requirements.