Wealth Management

One service, two options, total flexibility


Optimize wealth management service provides customized and efficient solutions to grow your wealth and achieve your financial goals. This service is only available to investors who accept a discretionary mandate from their investment portfolio, which will consider their investment objectives, knowledge of the markets and their financial context. This service is totally flexible, so you can change it at anytime.

Two solutions:

Private Management

Your customized portfolio

Unit Linked

Insurance contract in your dedicated investment fund