Your personal advisor will assist you with all your investment needs. Once a year, you will discuss your portfolio with your advisor in order to align the investment strategy with your needs.
Twice a year
Your client advisor will actively counsel you on market opportunities. An extensive report and regular portfolio quality analyses help you identify risks in your portfolio and respond appropriately early on.
Four times a year
High-touch service: In addition to your client advisor, you also have access to a personal investment consultant. Your consultant will contact you proactively – daily, in some cases – so you can seize market opportunities and receive early warnings about risks.
Personal advisor and additional investment consultant
Up to once a day