The portfolio management models offered by Avides Societe to its clients are those defined and authorized by the financial services regulator for the practice of private banking. In accordance with such standards, we offer two types of services:

. Execution-only services

The client aims to intervene and decide on the management of his portfolio(s). He therefore participates actively in the definition of the strategies and targets. In this situation, the client is fully responsible for the management of his portfolio(s). After an investment decision taken by the Client, all buy and sell orders are placed on the custodian Bank’s website, as soon as possible, and we control the execution of the order by the custodian Bank.

. Discretionary management services

The responsibility of the management of the client’s portfolio(s) is entirely given to Avides Societe, who shall respect rigorously the client’s constraints, targets, and risk profile. After an investment decision, all buy and sell orders are placed on the custodian Bank’s website, as soon as possible, and we control the execution of the order by the custodian Bank.

The risk management of portfolios held by Avides Societe has always in consideration the appropriateness of nature of the investment, taken in account the risk profile of each of its customers.