Investment Advisory offers advisory services to holding companies, businesses and wealthy individuals based on asset allocation within a broad investment universe. Wealthy personal clients are served in close liaison with Private Banking Elite.
We customise our clients' portfolios based on risk profile, investment horizon and interests. We take into account risk management and return optimisation based on Research's expectations for the global economy.
We strive to optimise the value of clients' portfolios, offer attractive total returns and not least to always remain relevant to our clients.
Our work is based on values such as passion, skill, trust and quality. These values lie at the heart of our advisory services.