Advisory Mandates

Expert investment advice while you retain control over your portfolio decisions.

Euroclear Bank's Advisory Mandates provide you with professional investment recommendations while you maintain full control over all investment decisions. This service is perfect for clients who want expert guidance but prefer to make their own final investment choices.

With Euroclear Bank Advisory Mandates, clients benefit from:

• Expert investment recommendations from seasoned advisors
• Comprehensive market research and analysis
• Personalized investment strategies and portfolio reviews
• Full control over all investment decisions
• Access to exclusive investment opportunities and research

Expert Guidance

Our advisory team provides you with professional investment recommendations based on thorough market analysis, economic research, and your personal financial objectives.

You Stay in Control

Unlike discretionary mandates, advisory mandates give you the final say on all investment decisions. We provide the expertise and recommendations, you make the choices.

Comprehensive Research

Benefit from our in-depth research capabilities, including macroeconomic analysis, sector studies, and individual security research across global markets.

Regular Portfolio Reviews

We conduct regular reviews of your portfolio, providing recommendations for rebalancing, new opportunities, and risk management strategies.

Flexible Engagement

Our advisory service can be tailored to your preferences, from frequent consultations to periodic strategic reviews, ensuring the level of support matches your needs.

Swiss Banking Standards

All advisory services are provided in accordance with Swiss banking standards, ensuring professional conduct, confidentiality, and alignment with your best interests.