Investments > Investment consultancy 

Investment consultancy

We aim to tailor our investment consultancy to your individual needs. For this reason, we offer you a full range of investment solutions with different levels of investment consultancy and monitoring. You select the investment solution that best meets your needs and profit from a bespoke service.

The right investment concept for your personal requirements

Use the talents and eagle eyes of our investment specialists for your investment success.

DISCRETIONARY MANDATE

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
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Advisory mandate

You 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
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Basic consultancy

You 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
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Find the investment concept that best suits your needs by answering the following questions:

  • How intensively do you want to address investment questions yourself?
  • How often do you want to hold discussions with your advisor?
  • How strongly do you want to involve investment specialists?
  • How intensively do you want your portfolio monitored?
  • Do you want your attention to be drawn actively to investment ideas and investment opportunities that present themselves?

Focused consultation

We begin our consultations by getting to know your expectations and requirements, thus enabling us to develop an investment concept tailored to your needs. During implementation, we remain in contact with you, if required, in order to respond to any new circumstances on an ongoing basis. Each year we review your personal situation and performance, and define the parameters for the coming year together with you.