Investment Advisory

Our job is to mobilise our experts so that we can offer you sound advice and the full range of different option

We can then find and apply a solution that is optimally tailored to your needs

Two service models are available for customers who would like to receive investment advice

With an Advisio Classic Mandate, you receive primary advisory services in the context of your portfolio

Your Relationship Manager remains your central point of contact

You receive a tailor-made advisory services with personalised and proactive investment advice in the context of your portfolio

Your Relationship Manager remains your central point of contact, In addition, you can rely on the support of a dedicated Investment Advisor

Regular update on the bank’s investment views

Proactive investment ideas

Daily portfolio monitoring and risk management

Initial portfolio review

Access to dedicated investment specialists of the bank

Proactive and bespoke advice alongside the bank’s investment process and competencies

Investment recommendations tailored to your needs and requirements

Daily portfolio monitoring and risk management

Regular portfolio reviews