Main risks: as is the case for any investment, investing in BIL Advisio solutions may expose you to the risk of capital loss as well as market, interest rate, credit and liquidity risks.
With BIL Advisio, you draw the full benefit of your relationship with your private banker. Their recommendations help you to manage your portfolio and to control your risk level. These recommendations concern both the structure of your portfolio and the instruments proposed to you for purchase or sale. You retain sole control over your decisions.
Regular and personalised investment advices
Adjustment of the investment strategy in line with your experience, knowledge objectives and risk appetite.
With BIL Advisio Privilege, access to the expertise of a personal investment adviser, alongside your private banker
Adapted to your preferences
Advices based on our experience in investing in equities (Europe, USA and China) and bonds, funds, listed index funds (ETF - exchange traded funds), structured products and unlisted assets (“private” markets)
Your portfolio allocation and market performance are systematically monitored
Verification of the agreed risk level for the portfolio before each transaction
Access to detailed information concerning investment opportunities
Enhanced diversification of your portfolio with the aim of achieving improved performance
Range of services focused mainly on BIL solutions and open-architecture products1 the historic returns of which are classified amongst the best on the market (best-in-class products)
Bespoke solution providing access to tailor-made investment ideas for all assets classes and products available to BIL. Benefit from the assistance of an investment adviser alongside your private banker
Direct access to the trading room and specific order placement strategies, as well as advice concerning the main capital markets (reserved for professional clients and eligible counterparties according to the EU Markets in Financial Instruments Directive (MiFID))
1 Open-architecture products: third-party financial products proposed in addition to in-house BIL products