An advisory service is suitable for the involved and active investor. You are involved in the investment process and you take decisions regarding the holdings in your portfolio. Whatever investment profile you have we will ensure that you have access to an advisor focusing on your investments, desires and needs. In short: the right advisor for each customer to take part of the best advise possible.
This service is intended for our customers with larger capital to be actively managed but where you as a customer are not involved in the investment decisions. Maybe you lack the time, possibility or interest of working actively with your investments and agree to have us manage your portfolio.
Together we agree on a detailed strategy that is implemented and managed by your Advisor. There will be a continuous follow up and reporting regarding the development of your portfolio.
For the very active investor with greater business intensity and need for frequent analysis we offer our customers a direct access to our Trading Desk. The Desk handles securities execution such as equity, derivatives, interest and money market/fx.