With our investment advisory mandates, you decide by yourself which securities will ultimately be bought and sold. You can rely on the professional support of experienced, independent experts.
Active Advisory
- Proactive investment proposals based on the asset classes you want
- Regular exchange with a specialized investment expert
- Innovative investment ideas and taking advantage of interesting opportunities
- Product-neutral advice on all investment instruments and innovative ideas
- Support in the implementation of your investment decisions
Advisory Light
- Individual investment proposals based on client request
- Periodic exchange with a specialized investment expert
- Innovative investment ideas and identification of interesting opportunities
- Product-neutral advice on all investment instruments and innovative ideas
- Support in the implementation of your investment decisions
Your personal consultant:
Patrick Quensel
Head Investments, Partner
