Based on your personal investor profile, your investment term and your chosen investment focus, we propose an individual investment strategy for you. This sets out and defines the ratio of different asset classes (liquidity, bonds, equities, alternative investments) and the ranges (bandwidths) within which they can move. You choose an individual investment focus to reflect your personal preferences in your portfolio. Where required, you can further individualize your preferences with additional funds from our attractive investment universe.
Our house view is incorporated into your investment consulting plus on an ongoing basis: you decide how and whether you want to implement recommendations of the house view in your portfolio. You can rely on our investment experts to monitor your investment strategy. From market environment analysis to investing in our investment universe, our structured investment process ensures that you receive a notification as soon as action is required. We leave it to you to decide whether you would like to modify your portfolio or not.