You will be assigned a Private Banker who will help you manage your wealth. Regular reports allow you to monitor your assets' performance.
Your Private Banker will help you manage your wealth in line with your goals, devoting time and effort to gain an in-depth view of your circumstances. Through your Private Banker, you will also have access to all of Nordea's expertise.
Good cooperation between the customer and the Private Banker is very important. We are confident that you will find the right partner from amongst our team of Private Bankers, who continuously enhance their skills and competence by participating in our Private Banking training. This training has been one of our priorities for more than 20 years, and is provided in cooperation with leading Nordic schools of economics.
You will receive detailed information on your investment portfolio's contents, performance and executed transactions from your asset reports. The reports will give you a good overview of the assets included in your financial plan, as well as your individual portfolios' investments and transactions.
Based on your selection, you will receive reports either on a monthly or on a quarterly basis. You can always get an up-to-date view of your wealth online.