Our investment advisory services
Portfolio advisory mandate
We are at your side, ready to provide advice
This type of mandate is suitable for investors who have a flair for finance, markets and investment opportunities and who want to make their own investment decisions, but who also require advisory support and periodic portfolio reviews with reference to the agreed investment strategy to be on the safe side. Your client advisor will support you with general market assessments, tailored investment proposals and periodic reporting, taking into account your overall financial situation and within the framework of your risk profile and jointly agreed investment strategy.
Investment advisory mandate
You can count on our support
As an investor, you are used to defining your own investment strategy and making investment decisions on your own. You know the risks associated with your investment strategy and with financial instruments and make decisions about the composition of your portfolio without our support. You therefore do not need us to conduct a periodic review of your portfolio. Your client advisor can advise you in assessing securities with reference to individual investments whenever required. No reference is made to your portfolio when doing so. We are of course also your expert contact if you would like a second opinion on current events in the financial markets or want to discuss the selection of a particular financial instrument.