Asset management
Banque Invik Asset Management offers tailor made private banking services to high net worth individuals, corporations and foundations.
To clients requiring professional investment advise without desiring to be involved in the day to day management of their portfolio we offer a Discretionary Portfolio Management Service. This frees you from the time and paperwork involved in following the financial markets and to carry out the transactions yourself. It also enables us to act quickly and to take advantage of new investment opportunities when they arise. We find a rapid investment process is particularly important in today's volatile markets.
For clients desiring to be part of the investment decisions themselves we offer a professional Investment Advisory Service. Our investment advisors all have more than ten years experience in the investment markets. This guarantees you to receive professional advice in your investment decision from people having an extensive track record.
Regardless of weather you choose to be involved in the investment decision or if you decide to put the decision in our hands, we can ensure the people dealing with your money are among the most experienced managers available. Our experts constantly monitor your portfolio and search the financial markets for new investment opportunities.
Our service is not limited to your investments only. Our network ensures that we can help you in all aspects of your financial planning, including tax-advisory, inheritance planning, trust and company services etc.
Tailor-made investments
When setting up the agreement we take your wishes and restrictions into consideration. Together with you we tailor an investment framework where your funds are invested based on your objectives and risk profile.
Reporting
Professional and clear reporting is of utmost importance when you decide to leave the management of your wealth in the hands of others. Clear portfolio valuations are produced each month together with a performance statement. Regular meetings with your client relationship manager ensure that you are always on top with the composition and results of your portfolio.
We would be delighted to work for you and will do our utmost to reward the confidence you place in us. Your success is the key to ours.
Contact information
Wealth Managerment
Banque Invik S.A.
2-4, Avenue Marie-Thérèse
L-2132 Luxembourg
Tel. +352 26 86 75
Fax. +352 26 86 75 880
