Our investment advisory services

If you like to have a say in how you invest your money, we offer you a choice of two mandates that support you to varying degrees in your decisions. With the portfolio advisory mandate, you can count on our experts to give you carefully selected investment recommendations that align strategically with your portfolio. With the investment advisory mandate, you can draw on the expertise and experience of our experts for decisions on the securities level.

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.

show moreshow less

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.

show moreshow less

Would you like to receive personal advice?