Being actively involved in investment decisions does not necessarily mean that you need the necessary knowledge in the field of investments; this will be provided to you by your appointed Relationship Manager.
Independent Advisory Service supported by quality research
Advice on the instruments that make up your portfolio is based on quality research backed by the skills, knowledge and experience of our dedicated research team. Our independent investment advice is based on an ‘open architecture’ approach, thereby enabling us to recommend to you any investment vehicle that is most suited to your financial profile, including products offered by world-renowned financial institutions as well as direct equities, bonds and exchange traded funds and insurance products.
Rebalancing your portfolio through regular reviewsOn your part, your main task will be that of acting in a timely manner on the investment advice of your Relationship Manager in order to enhance returns across your portfolio. We will regularly monitor your investments and provide you with: