We firstly wish to point out that we view investment counselling as far more than the straightforward provision of investment advice. We believe in providing our customers with comprehensive advice and in supporting them in all financial areas. Since this means you only require a single consultant for all your banking business, handling times are drastically reduced. We reach the correct investment decision together with you, consistently putting your interests first. With our knowledge of the financial markets we can ease your investment decision. We always take an individual’s tax situation into account and search for the best solutions together with you.
You decide for yourself what investments your portfolio should contain. You yourself should take an active role in the shaping of the securities. You also decide how often you wish to contact us and how often you wish to receive information from us. We are also able to offer you our research resources and assist you in the choice of securities. If needed, you can also benefit from our recommendations concerning buying, selling or restructuring.