WEALTH MANAGEMENT
USS acts as the manager of discretionary mandates for private clients (B2C) without geographical or sectorial constraints. The asset allocation is defined with model portfolios, and discussed on a regular basis during investment committees.
DISCRETIONARY MANDATE
The Client appoints USS to manage the assets deposited on his account held with a third party custodian, on a discretionary basis.
LONG TERM OR TRANSACTIONAL ADVISORY MANDATE
The Client appoints USS to provide on the Client’s own initiative or on the initiative of the Securities Firm, some Investment Advice. This service offers solutions for financial intermediaries who want to receive personal advice on their portfolio.
The Client appoints USS to provide on the Client’s own initiative or on the initiative of the Securities Firm, some Transactional Advice. This service offers solutions for financial intermediaries who want to receive advice on specific investment transactions.
TRANSMISSION OF INSTRUCTIONS MANDATE
The Client appoints USS to execute his instructions regarding investments and other operations on the assets held on his account held with a third party custodian.
