BIL SerenioEntrust the management of your portfolio to financial market specialists

Investment decisions filtered according to a regulated asset allocation process, which enables us to avoid common behavioural biases

• Creation of robust portfolios through pre-defined asset allocation

• Rigorous risk management thanks to portfolio control and monitoring by the bank

• Investment ideas generated by our asset class specialists, who assess market dynamics and carry out in-depth analysis of the specific circumstances of companies, industries and sectors

• Access to direct investments in equities and bonds

• Access to investment solutions amongst the best in their category, coupling BIL’s internal resources with complementary external expertise

• Alongside a privileged relationship with your personal private banker, regular direct contact with your portfolio manager

• Regular sharing of detailed regulatory reports concerning the composition of your portfolio and the performance of your investments, broken down according to asset class and position

Our objective: achieve long-term capital growth thanks to the expertise of our internal specialists in different asset classes and our pre-approved asset allocations

Striking a balance between risk and reward, adjusting your portfolio’s positions to your goals, risk tolerance and investment horizon

• Rebalancing your portfolio

• Permanent monitoring of portfolio diversification

• Ongoing structured analysis of investment markets and tactical adjustments of our investment strategy in line with changes in key financial data

• Solutions available for various risk profiles in order to cater to your needs and preferences

• Potential for portfolio personalisation in line with your needs and preferences, having regard to your investor profile

• Various potential investment structures from different countries

If you would like to benefit from liquidity solutions, BIL can provide you with credit according to a particular loan-to-value (LTV) ratio on your BIL Serenio portfolio, subject to the approval of your request by BIL.

Please note that it costs money to borrow money. Any loan will have to be repaid by you. Assess your ability to make repayments before committing. The leverage effect heightens risk, and some credit solutions are only intended for informed investors with a medium or high risk profile