Discretionary asset management

We will work closely with you to define an investment strategy and create a portfolio that meets your financial needs and objectives. Our experienced team will look after your portfolio on a daily basis but will be in touch with you for regular performance updates, valuations and on-going contact as needed.
 
 

Advisory Portfolio Service

Expert, personalised advice in a complex and ever-changing environment to help you to manage your portfolio, the Advisory Portfolio Service has been designed specifically for clients who wish to retain a level of involvement in the investment decision-making and portfolio management process.
 
Clients can become part of the investment team and gain access to the highest conviction trading ideas generated by Banque Havilland’s Investment Management Committee. Advisory clients can also benefit from receiving timely and thematic trading recommendations with on-going monitoring and investment advice across a wide range of asset classes.
 
 

Fund platform

Clients can also have access to our third-party fund platform. Using an open architecture approach, the Bank is able to offer clients’ access to specialist fund managers that follow investment ideas and themes that form part of the Bank and Family’s approach to investing.
 
These funds cover the full range of financial instruments (equities, fixed income, commodities etc.) from all the major markets across the world. The funds can provide a strong foundation for your portfolio as a range of funds can be combined to ensure diversification and reflect your financial goals.
 
 

Custody Services

Professional custody and execution services can be provided including tailored fund and asset custody.
We have an in-depth understanding of the different approaches required when servicing specialised and alternative funds and assets – including Luxembourg and offshore funds and structures.
 
This service is designed purely around the needs of Ultra High Net Worth clients and aims to provide a first class fund service with a professional approach and a single point of contact that will co-ordinate all fund and asset custody activity.
 
 

Direct access to the dealing room

A special service for clients with professional status provides direct access to specialists in the dealing room. Our team is available to discuss current market activity, provide up-to-date information on stocks and markets and talk through orders of a more complex nature.