Advisory


We advise, you decide.

We will help you identify your goals, expectations and pain points. Your private banker will provide you with guidance in selecting from existing investment vehicles covering the entire asset spectrum—including cash, fixed income, equities, structured products as well as a range of alternative offerings. Our goal is to help simplify and enhance your entire financial picture.

The final investment decision lies with you. Our highly trained private bankers will assist you with their expertise and advice specific to your circumstances. This allows us to meet your expectations, now and in the future.

Both markets and personal requirements change over the course of time - your investment strategy will do so too. We will keep you informed about the latest developments in the financial markets, always offer you our expertise and assist you with your investment decisions.

The benefits to you:

  • Regular meetings with your private banker
  • You make the final investment decisions yourself
  • We will keep you informed about current market developments

Risks to keep in mind:

  • Asset prices can fluctuate significantly depending on the strategy
  • Investments in foreign currencies can be affected by changes in exchange rates
  • Capital losses are possible

Please note: In addition to the opportunities described, an investment in securities also involves risks. Past performance does not enable any reliable conclusions to be drawn about future performance.

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