Basic consultancy

You make your own investment decisions and need little advice. You appreciate the sporadic opportunity to exchange ideas with a sparring partner.

Your benefits at a glance

  • Sparring partner for investment decisions
  • Support with taking into account the investment profile and risk propensity
    for stock market transactions
  • Access to investment ideas and market information from specialists
  • Periodic review of investment goals and choice of investment solution
  • Regular detailed reporting on the performance of your portfolio

The basic offer with advisory service

With basic consultancy, we work with you to determine your personal investor profile, which serves as a guard rail for investment decisions. Your personal adviser answers your investment questions and is your contact for a holistic view of all your financial concerns.

 

Our investment solutions at a glance