WE ADVISE AND SUPPORT – YOU DECIDE

An advisory mandate is the right thing for investors who want to make their own decisions. At the same time, you shall benefit from the advantages of a systematic and transparent market analysis, counselling and portfolio monitoring.

ADVISE

Our investment specialist shall competently support you in defining your investment strategy according to your goals and your tolerance to assume risks.

A comprehensive investment universe based on a “best of class” approach shall be at your disposal.

DECIDE

You keep control of your investments decisions and the assets allocation.
We support and advise – you decide.

CHECK

We offer the service of regularly checking your portfolio in order to timely identify investment opportunities and risks. You always have a full overview of transactions and performance.

You shall regularly receive information and analyses regarding your portfolio.