Services

Are you looking for a professional investment services provider to manage your investment portfolio? Or do you prefer to maintain control yourself, but are you looking for expert advice or a financial partner? We provide a variety of services to help you achieve your objectives as efficiently as possible.

Investment goals

Our investment strategy depends on your investment goals and needs. Would you like to generate income, protect your assets or start preparing to transfer your assets to the next generation? We design your investment portfolio based on an analysis of your income and asset structure.

Risk profile

In setting the investment objectives, we need to make a trade-off between risk and return. Your assets must generate returns so you can achieve your objectives, while at the same time you should only be exposed to risks you are able to bear from a financial and an emotional perspective. Every investment objective is subject to a specific risk profile.

Level of involvement

The extent to which you wish to be involved in your personal investment portfolio determines the choice of services. With our private bankers and investment advisors liaising closely with you on an ongoing basis, we guarantee that your portfolio is managed and developed to ensure maximum results. We provide you with the following services:

Wealth Management

If you have substantial assets, we make sure they are distributed among several asset managers - this is important both from the point of view of risk diversification and in order to keep our managers on their toes.

Asset Management

Are you looking to delegate the management of your assets to a private bank because you lack either the time or the knowhow to track financial markets on a day-to-day basis?

Investment advice

Are you an active investor who regularly tracks the financial markets and are you interested in becoming actively involved in trading?