Multi Asset Advisory
Have ongoing contact with your personal advisor for an individual adaptation of your portfolio.
Discretionary portfolio management – let our experts manage your wealth
Do you not have the interest or time to actively participate in the ongoing management of your portfolio? With our Discretionary Portfolio Management Service, you give our portfolio managers the mandate to make investment decisions on your behalf in line with your investment profile and strategy.
This is included:
- Access to experienced analysts and investment experts.
- Portfolio management adapted to your investment profile.
- Regular updates in line with your investment strategy.
- A clear overview of the underlying assets in the portfolio and their development.
- Regular follow-up of your investment profile and goals.
Contact us
Please call us or write an email to find out more about our offering and how we can adapt it to your individual needs.
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Execution Services
If you want to be active and invest on your own.