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.