General Information

Portfolio Management

An individualized service from start to finish.

We offer a choice of portfolio management approaches, geared to your preferred way of working and your investment style.

Discretionary Mandate

If you would rather not keep on top of the markets and weigh every investment decision yourself, then a discretionary mandate is right for you.

Advisory Services

If you prefer to make your own investment decisions but want the advice of a professional, you might consider traditional investment advisory services.

Investment Consulting

If you like watching the markets, evaluating economic research, and making all your investment decisions independently, then investment consulting is appropriate for you.

In addition to our different portfolio management approaches, we develop personalized financing solutions within the framework of our in-depth financial advisory services.

Discretionary Mandates

Advisory Services

Investment Consulting

You don't have the time, expertise, or desire to make all your own investment decisions.

You prefer to make your own investment decisions, but want the in-depth support of experts.

You like to stay on top of the markets and make all your own investment calls.

You delegate your portfolio management to us.

You manage your portfolio with our advice.

You independently use our research and market intelligence.

We manage your assets according to your agreed strategy and financial goals.

We provide you with market information and decision-making support.

We provide you with our vast range of research and market tools, as well as execution services.

The advantages for you:
- Your investments are   managed by experienced   professionals.
- You set the parameters   for your investment activity.
- You benefit from our best   investment ideas.
- You do not need to   constantly monitor   markets.
- You have more time to   concentrate on your other   priorities.
- You stay on top of your   situation with regular   performance reports.

The advantages for you:
- You retain direct control of   your portfolio.
- You receive professional   opinions on your   investment ideas.
- You benefit from our latest   investment research and   recommendations.

The advantages for you:
- You retain direct control of   your portfolio.
- You have access to an   impressive variety of   investment studies.
- You can use state-of-the-  art market, research, and   investment tools.
- You benefit from our   global, multi-asset class   execution capabilities.

Secondary Content

Contact Us

  • Phone: + 56 22 616 0600 
  • Alternatively, you can use our contact form, and we will be glad to contact you.