Activmandate

For investors who wish to benefit from discretionary management of their assets by a team of experts who make investment decisions suited to the customer’s investor profile.

Activmandate, transparent all-in pricing

Discover our package at a flat rate

Your investor profile

You want your assets to be managed in a way that suits your profile.

Professional and individual monitoring

You are happy to delegate the day-to-day management of your assets and benefit from professional monitoring of your portfolio.

An ideal and solid partner

You are looking for the ideal partner, who is at the forefront of the Luxembourg market, to manage your wealth.

Activmandate Spuerkeess Asset Management

Delegate the management of your assets to a team of experts

Activmandate ODDO BHF

Benefit from the expertise of the first independent Franco-German financial group

Benefit from a comprehensive range of services with Activmandate

Save time an let our experts manage your portfolio

Features

  • “All-in” tariffs for orders under management by mandate
  • Fee on annual statement of transactions in financial instruments included
  • Fee on annual statement of income on financial instruments included
  • Tax reclaim service included

Our Investment Advisers

  • Spuerkeess Asset Management is the trading name of BCEE Asset Management
  • Independent management company since 2006
  • Best fund manager in its category in Luxembourg in 2018
  • Rewarded for 7 consecutive years by the rating agency Fundclass
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  • Elite Report 2019 N°1 for the 13th time in a row
  • First Five 2017 & 2018 & 2019
  • 1st place in the 60-month investment horizon Asset management category
  • 16,6 % solvency ratio
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Customised management

Thanks to the variety of discretionary portfolio management profiles

  • Meet with your Private Banking Advisor

    Your advisor will guide you in all your banking relationships

  • Determine your investor profile

    Based on your investment horizon, your expected return and acceptable level of risk, you may choose between 5 strategies.

  • Discretionary portfolio management

    Wealth management divides the investment into different asset classes according to the strategy chosen

  • Reporting at an agreed frequency

    Your advisors send you reports on a monthly/quarterly/half-yearly/yearly basis

Discover the Lombard Loan for more performance and flexibility

The Lombard Loan represents an interesting solution that allows our clients to increase their financial flexibility without having to sell their securities.

More information

Activmandate

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Branches

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Spuerkeess Direct

Monday to Friday 8:00 am to 6:00 pm