Our advisory mandate solution is tailored for the active and informed investor
we advise, you decide
Typical clients:
- Investors who want close control of their portfolio, value customised advice and access to an investment specialist
Services we provide:
- Development of a customised investment solution in accordance with clients' individual risk tolerance, return expectations and personal circumstances
- A dedicated investment specialist to support and challenge clients' own investment decisions
- Active advise and topical investment ideas to support the investment strategy
- Proactive analysis of market opportunities and of the clients' portfolio followed by independent tactical and strategic investment recommendations
