Investment

Invest
intelligently
starting today

Personalised portfolios, optimal diversification and expert guidance to grow your wealth over the long term.

View portfolios Risk management
Portfolio performance +18.4%
Jan Mar May Jul Sep Nov

* Indicative chart — Past performance is not guaranteed

Portfolios

Personalised portfolios

From conservative profiles to seasoned investors, we have the right solution for you.

Prudent

Risk : Low
Target return/year
3–5 %

Government bonds, money market funds, secure savings. Ideal for preserving your capital.

Typical allocation
Equities 30% Bonds 70%
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Balanced

Risk : Moderate
Target return/year
6–9 %

Equity/bond diversification. Steady growth with controlled risk. The best of both worlds.

Typical allocation
Equities 60% Bonds 30% Alt. 10%
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Dynamic

Risk : High
Target return/year
10–14 %

Strong equity and sector ETF exposure. For investors with a long-term horizon.

Typical allocation
Equities 85% Bonds 10% Alt. 5%
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Premium

Risk : Very high
Target return/year
15+ %

Access to private markets, alternative funds, crypto assets. For sophisticated investors.

Typical allocation
Equities 70% Bonds 15% Alt. 15%
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Categories

Types of investments

Equities & ETFs

Exposure to global markets through direct equities and diversified index trackers.

Average return 7-10%/year

Real Estate (REIT)

Collective real estate investment without property management. Regular income and tax benefits.

Return 4-6%/year

Bonds

Corporate or government debt securities offering predictable fixed income.

Return 2-5%/year

Crypto assets

Tactical allocation in digital assets through regulated instruments.

High volatility

Precious metals

Gold, silver and platinum as safe havens against inflation and crises.

Safe haven

Private Equity

Investments in unlisted companies. Reserved for Premium clients.

Return 10-15%/year
Risks

Risk management

Investing involves risks. We do everything we can to help you understand and manage your risk exposure.

Legal disclaimer

Past performance does not predict future results. You may lose some or all of the capital invested.

Risk indicator by profile

Prudent
Min. : 1 000 € Risk 1/10
Balanced
Min. : 5 000 € Risk 5/10
Dynamic
Min. : 10 000 € Risk 7/10
Premium
Min. : 25 000 € Risk 10/10

According to the European SRRI (Synthetic Risk and Reward Indicator) classification.