«CONSULT basic» – Straightforward, comprehensible asset management

You focus on long-term investment solutions with selected funds.

You would like competent investment advice when you need it, take investment decisions with the long term in mind, and look for consistency in the composition of your securities Investments.

Advice and support Consult Basic, Bedürfnisse
Portfolio and risk monitoring
Portfolio management
Research and financial analysis
  • Your client advisor supports you in your investment decisions
  • You benefit from a long-term investment solution involving selected funds
  • You benefit from an attractive package Price
Advice and support
  • Clarifying needs
  • Determining investment strategy
  • Contact / interaction as needed
Portfolio and risk monitoring
  • None
Portfolio management
  • Investment proposal involving
    selected funds

Research and financial analysis
  • Market analyses
  • Assessments of selected funds