Private Banking Advisory Process 

Advisory Process 

Create an investment strategy just right for you.

Your Relationship Manager will take you through our comprehensive 5-step advisory process and ensure there is a clear and complete understanding of your needs, expectations, goals and constraints right from the beginning. Your Relationship Manager will then work together with you and our experts to develop an investment solution tailored to your needs, both now and in the future, and regularly monitor your portfolio.

With our advisory process, you can be sure we have a thorough understanding of your priorities and that your portfolio will be tailored to your needs and attitude to risk. 

Five steps to success 

  1. Needs Analysis: Your needs and objectives form the basis of the professional and holistic advice provided by your Relationship Manager.
  2. Financial Concept: Your Relationship Manager uses the results of the needs analysis to compile your personal financial concept.
  3. Client Profile: You find out your personal risk profile so that the right investment recommendations can be made in line with it.
  4. Investment Strategy: Your Relationship Manager will provide you with a comprehensive investment proposal based on your profile.
  5. Implementation: Your Relationship Manager will offer you professional support in the implementation of your chosen strategy and in the ongoing management of your assets.