Portfolio Management
Management under mandate
BIIC Financial Services provides you with a team of analysts with effective tools that allow them to seize the best opportunities in the financial market, to ensure permanent monitoring of your portfolio and to make the necessary readjustments in order to achieve your objectives. shift.
- Client profiling through the administration of a financial questionnaire
- Development of the portfolio according to the management profile
- Dynamic portfolio monitoring
Autonomous management
Based on the research notes produced by our analyst team as well as your knowledge and experience in investing in the financial market, manage your portfolio by making your investment choices in complete autonomy.
We accompany you in their realization.
Our services to manage your daily investments
Need more information ? Do not hesitate to contact us.