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  Investment Advisory Services:

At a bank of your choice, you hold a securities portfolio made out in your name. On being granted an Investment Advisory Services Mandate, we make precise investment proposals to you, support them by well-founded analyses and guarantee careful execution of your orders. The definite investment decision rests, however, entirely in your hands.

At the basis of our advisory activities are the Guidelines agreed upon in mutual consent as well as out investment policy tailored to optimize benefits for you. These Guidelines are tailored to fit your personal needs and take account of your life situation. Of particular importance are your overall financial situation, your family background, fixed financial obligations, needs for liquidity, time horizon, security needs as well as your personal profit goals.

 

 

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