Personal Financial Advisor

Once you become a Private Banking client, you enter into an interactive relationship with our team, managed by your personal financial advisor. With your close cooperation, your advisor will develop an investment policy based on his or her thorough knowledge and understanding of your financial situation and personal objectives.

Each personal financial advisor has only a few clients in order to ensure top quality service level. The advisor is your personal CFO, whose main objective it is to make sure you do not miss valuable investment opportunities.

Effective collaboration

Our relationship with you is based on trust and confidentiality. The client provides the advisor with the information needed to assess the individual investment objectives and constraints. Furthermore, the client defines the desired level and means of communication.

The personal financial advisor advises and supports the client's investment decisions. When a discretionary portfolio management agreement has been established, the advisor monitors the portfolio and makes sure that investments are in line with the investment policy agreed upon with the client.