Our aim is to offer you the best possible investment advice. Therefore your personal adviser must know your expectations, your wishes and your requirements.
We compose your investment profile by defining your risk profile and the investment strategy that best matches your requirements. For in-depth discussions with your adviser, please consider the following:
There is a correlation between return and risk. But it is important that you feel good about the risk you wish to assume. We help you find the proper balance in your risk profile.
There are three strategies: a portfolio strategy, a trading strategy and a geared strategy. The purpose of all three strategies is to obtain the highest possible return within the framework of your risk profile. Together we will find the strategy that best matches your requirements.
Based on your investment profile, you will get a tailor-made investment proposal. You will, of course, discuss the proposal with your adviser and agree on the final solution. The solution is also adjusted to your wishes about involvement in the current management of your investments.
Remember that the final decisions will be taken by you following in-depth discussions with your adviser. You must be confident about the decisions, so eventually you decide.