What we offer
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.