Advisory Desk
Contact a specialist
Some investors want direct access to our market specialists. To meet this demand, we offer the services of our Advisory department experts.
This team’s goal is to supply personalised advice that matches your investment horizon and risk/return objectives.
This service is limited to a select number of clients recommended by their financial manager. As such, the Advisory representative acts as the client’s direct contact for market activities, while the personal manager remains responsible for the overall client relationship and supervises the client’s entire portfolio.
- Our Advisory teams offer proactive and personalised advice by monitoring positions and analysis the portfolios entrusted to them. Our multi-product offering and full range of underlying instruments – equities, bonds, commodities, funds, listed and OTC derivatives – is constantly updated to adapt to market conditions and ensure optimal returns.
Advisory representatives also help craft investment and trading strategies and help design deals based on derivatives. An Advisory contract gives you continuous access to markets, efficient order placement and regular research. Our research reflects our teams’ convictions and our vision of financial markets in the form of investment ideas, market comments and investment picks. - For clients who do not need proactive portfolio monitoring or advice on investment decisions, our Direct Access service opens the door to global markets with fast and effective order execution and confirmation.
A tailor-made offer
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Much like an orchestral conductor for the wide range of skills and expertise within the Crédit Agricole Group, your financial manager is attentive to your input at every stage of managing your fortune.
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Faithful to its tradition of attentiveness and availability, a team of professionals dedicated to the independent wealth managers division supplies services calibrated to meet the needs of our partners.
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Crédit Agricole Suisse is the best partner for Family Offices offering a wide range of services from the asset management to the tax and estate planning.
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