Experience has shown that some clients prefer to take care of their investments themselves. They need the bank purely as an advisor or for an exchange of ideas. The bank periodically submits investment proposals that fit the client’s investor profile. The basic parameters are: the desired reference currency, the general risk tolerance and the medium-term investment objective.
In a personal discussion the client then decides whether he wants to implement any of the bank’s recommendations and if so, which. Important: The client makes the investment decision himself and is therefore responsible for that decision. This service is available provided that you can be contacted personally by our advisors, either by phone or by email, and that you have the necessary time at your disposal.