Investment advice and solutions

Whether you want your Private Banking adviser and our experts to be the main drivers of your investment portfolio or you are looking to take an active role yourself, we are here for you to offer you investment advice and solutions matching your specific needs and preferences.

You and your investments

Before we start to talk about your investments, we want to talk about you. All our advice starts with you and your needs. To give you relevant advice and recommendations, we want to get to know you and know what is important for you.  

We will discuss matters such as your financial situation, how you see your wealth, your attitude towards risk and return, and how experienced and interested you are in financial markets and in making investment decisions. This is at the core of the investment strategy and financial plan that we will build together with you.  

The plan for managing your investments serves as the basis for all the advice we give. We will continuously follow up, review and rebalance your portfolio accordingly. 

No matter the strategy you choose for your investments, as our client you can expect

  • A dedicated Private Banking adviser, who will ensure that you feel secure and well taken care of 
  • High-quality advice tailored to your individual needs 
  • Transparent reporting about the performance of your portfolio 
  • Pro-active information about market events and investments that may have impact on your portfolio