Investment advice and solutions

All our advice starts with your life and your situation. To give you relevant advice and recommendations, we want to get to know you, to get insight into what is important to you and what drives you. Then we discuss the approaches to your investment portfolio.

Together we review your financial situation, how you see your wealth, your attitude to return and risk as well as your experience and interest in financial markets and in making investment decisions. But also how you see the future, your plans and your dreams. 

This is at the core of the investment strategy and the financial plan which serve as the basis for our advice.

We will continuously follow up on your financial plan. And we review and rebalance your portfolio if needed and if opportunities arise. It’s always up to you how much you want to be involved. 

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

• Service and security: Your own Private Banking adviser who will ensure that you feel secure and are always well informed.
• Expertise: Advice and solutions tailored to your individual needs.
• Transparency and dialogue: Transparent reporting on the performance of your portfolio.
• News and reports: Information about market events and changes that may impact your portfolio.