The right investment concept for your personal requirements
Use the talents and eagle eyes of our investment specialists for your investment success.
You delegate the implementation of your investment strategy and make full use of the expert opinions of our experienced investment specialists for your investment success.
Profit from our comprehensive range of services, without having to invest much time yourself:
- Implementation of your personal investment strategy by our proven investment experts
- Delegation of the investment decisions to experts
- Professional portfolio managementP
- Rigorous implementation of your investment strategy
- Reduced risk through a broadly-diversified investment solution
- Regular and detailed reports
Advisory mandateYou take the investment decisions yourself, with the proactive support of your advisor. You place importance upon regular portfolio monitoring and discussions with your advisor. You want to apply the know-how of our experienced investment specialists for your assets.
Profit from our comprehensive range of services and personal, individual support:
- Your personal advisor is there for you as a sparring partner when you need to take investment decisions
- Ensuring that your investment strategy is implemented
- Systematic monitoring of the risks
- Your advisor will contact you if your portfolio is exposed to risk or significant fluctuations, to inform you of investment opportunities and to let you know that your upside targets have been reached
- Inspiration from investment experts
- Regular market information and access to research information
Basic consultancyYou take the investment decisions yourself, and require limited advisory input as you are less active in the investment field. For you, an annual review of the composition of your portfolio is sufficient.
Profit from our well-rounded range of services:
- Ensuring adherence to your investor profile in conjunction with securities transactions
- Case-by-case advice upon request in conjunction with securities transactions
- Global market information