Portfolio Consultancy

Portfolio consultancy is a service provided by our team of relationship managers who, with the help of a dedicated team of specialists and in collaboration with our head office’s Active Wealth Advisors, assist customers in their investment choices.

As every client has his specific financial needs and requirements, no solution will fit everyone: rather, a financial plan shall be based on the client’s age, financial status, future plans and needs.

We offer:


  • An in depth analysis of your existing portfolio and suggestions of optimization of your asset allocation, based on your risk and time horizon such as defined together with your personal relationship manager.
  • The follow up and analysis of your portfolio in regular intervals and fine-tuning suggestions in order to keep your portfolio in line with your profile (model portfolio).
  • Continuous market updates and investment suggestions on any type of financial instruments, synthetic and easy to read financial and macroeconomic comments from our analysts. These information are provided on a regular basis and punctually discussed with you with your relationship manager.
  • Regular reporting and gap-analysis.

 

Your advantages:

 

  • A professional and independent investment advice.
  • Continuous follow up of your investments.
  • You remain in control of your investment decisions.
  • Direct access to the main financial markets as well as a rapid and correct execution of your orders.
  • A direct and secure contact to your relationship manager through our secure ewebmail service, or through the telephone.