We treat your portfolio as if it were our own
Investment is about boosting your returns and building a portfolio over time. You are free to choose your preferred investments, but with the additional support of high-level personalised financial advice from your management specialist and advisor. They are completely familiar with your needs and requirements, and can therefore offer ongoing targeted support to help you get the best results.
To give you peace of mind, we regularly monitor your portfolio and suggest new solutions for reaching your goals. To help you make your investment decisions, you have access to our financial research and Market View analyses, providing an overview of the market. And according to the level of support and interaction you require, we offer a range of mandate products: the Investment Advisory mandate, Active Advisory mandate, and Semi-Discretionary mandate: in each case, we analyse your “risk appetite”, work with you to formulate a strategy, and implement it in a responsible way.