Advisory Portfolio Services are based on a relationship of trust and open dialogue between you and your advisor/private banker so that we are able to offer you the appropriate products for your needs.
Each client is guided in the choice of his investments. In this way, you can continue to take the initiative, whilst being actively advised and benefiting from the expertise of the Private Bank that means your advisor/private banker has all the necessary tools and financial know-how at his finger-tips.
Once your investment profile is established, your advisor/private banker allocates your capital between the different asset classes and financial markets following the Private Bank investment strategy. Every portfolio follows a benchmark index (model portfolio) based on the profile defined beforehand.
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To find out more about local Advisory Portfolio Management particularities, select the country/state of your choice in the Country info rubric in the main menu.
" Management in a close relationship "