Our management

 

We offer a variety of management strategies and investments, whose principles and risk levels are carefully tailored to each client's individual situation, goals and investment term.

Funds are allocated on the basis of an extremely rigorous manager selection process. Portfolio volatility is optimised to meet your specific objectives.

Portfolios are created by selecting the best investment funds by activity sector, geographical zone or management style (value, growth, etc.)

The management strategy is chosen in consultation with the client, then executed by Trend Finance Asset Management.

Our close attention to the markets enables us to build capital gains.

You can choose from a range of management strategies: safe, careful, balanced, dynamic, indexed guaranteed capital or fixed rate, in the currency of your choice.

Sustainable development mandate: in response to the growing demand from our clients for ethical and socially responsible investments, and because we are firm believers in the potential of this sector, we were among the first companies to offer an investment mandate focusing on sustainable development. These products are described in detail in the Sustainable Development section of the site.

Our managers analyse market trends and constantly search for the best products.


With direct access to your account, you can perform the full range of available banking and market operations.