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