With an individual Mandate Solution, you get access to the entire range of our advisory services.
Based on your personal life situation as well as your return and risk goals, we work with you to develop a wealth plan and structure that is precisely tailored to your individual needs.
You can then leave the management and ongoing monitoring of your portfolio entirely to us. You can sit back and relax while we do the work for you. We are always on the pulse of the markets and understand how to seize opportunities and adequately manage risks.
Regular reporting will keep you up to date and, depending on your preferences, we will inform you regularly and personally about the most important events on the international financial markets.
The asset management mandate includes the following services:
Wealth Planning
Advisory
