INVESTMENT ADVISORY
An adequate service for investors who prefer to work together with an investment specialist, or who, despite having less availability, experience, or desire to actively manage their portfolio, do not intend to delegate this mandate.
Minimum recommended amount: €100.000 or $100.000
Support on the construction and monitoring of the portfolios
Access to a wide and global list of financial products
Different pricing solutions: Standard and Flexible
Get to know the best investment proposal for you
Bison Bank offers a series of investment options using various types of financial instruments from different asset classes with high liquidity (Funds, ETF’s and Direct Securities), and which can be adjusted taking into account the risk profile of each client, as well as its financial personality with respect to investment beliefs.
The minimum recommended reference amount for the investment advisory service is €100,000 or $100,000.
Regardless of the financial instrument, the reference advice for the construction of each portfolio is carried out respecting the investment limits defined for each class of assets.
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Disclaimer
This information does not exempt consultation of the pre-contractual and contractual information legally required and available at the Bank.
Investing in the Investment Advisory service may result in the loss of invested capital. It is up to the investor to make his decisions, in the light of the respective Investor Profile, and taking into account the applicable laws and regulations. The published returns show past data and are not a guarantee of future returns. The returns shown are average returns for each profile. The returns shown are gross returns, not including management fees and any taxes on capital gains taxed by the client’s IRS.
This document has a purely informative and objective nature, and it is intended solely and exclusively for its addressee. This document is reserved and its dissemination or disclosure is expressly prohibited. In this context, Bison Bank S.A. declines any responsibility for the misuse or abuse of the information contained in this document. On the other hand, any data contained in this document is merely indicative, and may be adjusted according to market changes that, at any given moment, may occur. The information contained in this document is for information purposes only and is not intended to suggest and/or guide its recipients as to the investments and divestments to be made, so it cannot and should not be understood as an investment suggestion or recommendation, namely for the acquisition and/or sale of any securities or financial instruments mentioned in this document or to carry out other types of transactions on them. The information contained herein is not intended and it is not intended to be, and may in no case be configured as investment advisory, as it does not take into account any individual characteristics, such as knowledge, experience, investment objectives and financial profile of a specific person or entity. Therefore, the information contained in this document cannot, nor should it trigger or justify any act or omission by its addressees, nor support any operation, transaction, contract or commitment, not even replace any judgment of their own, which will always be entirely responsible for their acts and omissions.
This document was prepared according to public information and it was not subject to any independent analysis and/or validation (namely by the CMVM or external auditors). For the avoidance of any doubts, Bison Bank S.A. assumes no responsibility for any investment decisions made on the basis of this document.