Financial Advisory

With financial advice, Phosphor enters into a relationship only with the Client as for its role it does not require an administrative power of attorney at the custodian, the Client’s authorization to place orders directly with the bank on their account. This type of service is carried out exclusively for professional and institutional subjects. In this case, unlike the asset management mandate, the Client decides if and when to follow up on Phosphor’s investment advice by sending stock exchange orders to the Bank. For the implementation of the investment strategy, the Client therefore also takes decisions to buy, sell, or keep an investment or not. To this end, Phosphor advises the Client with due attention, taking into account the adequacy of the financial instruments, the correct diversification of the risk, the investment profile, and the agreed strategy. Phosphor also advises the Client on the financial instruments of the investable universe which it defines and updates regularly. To allow Phosphor to verify the correctness of the transactions transmitted by the Client, it is possible, but not essential, for the latter to issue a power of attorney in favor of the company that allows only the visibility of the portfolio. This power of attorney can be revoked at any time. Asset consultancy is more suitable for customers who are interested in actively intervening in the management of their assets, while being guided or advised in taking their investment decisions by Phosphor.