Private Banking Manage your wealth for the long term
A customised strategy for you
Your wealth management needs are at the centre of everything we do. We make it our priority to understand you and your family’s specific situation to create an investment strategy tailored to your circumstances.
Whether you are preserving, accumulating or transferring wealth, we create solutions according to your changing needs. However, a few things remain constant: keeping a long-term perspective, maintaining diversified portfolios and responding quickly to market events to help protect and grow your money.
How we work with you
Your Relationship Manager will undertake a comprehensive analysis of your needs, expectations, goals and constraints right from the beginning. They will then work together with you and our experts to develop an investment solution tailored to your needs, both for now and in the future, and regularly monitor your portfolio accordingly with your requirements.
- Needs Analysis: Your needs and objectives are the focus of the holistic advice provided by your advisor.
- Financial Concept: Your advisor uses the results of the needs analysis to compile your personal financial concept.
- Client Profile: Your personal risk profile enables us to walk you through the different investment strategies.
- Investment Strategy: Your advisor will provide you with a comprehensive investment proposal based on your profile.
- Implementation: Your advisor will offer you professional support in the implementation of the chosen strategy and in the ongoing management of your assets.