We provide you with the expert investment knowledge you need to make informed portfolio decisions, allowing you to stay in control of your investments.
Advice can take many different forms and we offer a holistic approach to help you make investment decisions:
Asset allocation: defining a global asset allocation overview of your portfolio will allow you to quantify your risk tolerance.
Recommendations: once we have defined your optimal asset allocation together, we assist you to build your personalised portfolio and provide you with investment advice based on your requirements and our investment convictions.
Risk management: we monitor your portfolio and may recommend new investment ideas consistent with your investment profile and changing market conditions.
We offer different levels of service depending on how much time you wish to spend on investment decision making and how much involvement and expertise you want. Depending on your investment needs and profile, a dedicated investment expert can advise you, in addition to your private banker.
"I value proactive investment advice and recommendations in order to make informed decisions"