«CONSULT plus» – Asset management with systematic portfolio monitoring

You want to exploit investment opportunities making use of our recommendations.

You are keen on strategy-oriented and comprehensive investment advice as well as daily, systematic portfolio monitoring. You want to actively exploit investment opportunities while at the same time making use of our recommendations.

Advice and support Consult Plus, Bedürfnisse
Portfolio and risk monitoring
Portfolio management
Research and financial analysis
  • Your client advisor supports you in your investment decisions
  • You benefit from active daily portfolio/risk monitoring
  • You receive access to professional analyses of markets and individual securities
  • 50 % rebate on transaction Prices
Advice and support
  • Clarifying needs
  • Determining investment strategy
  • Setting investment restrictions
  • Annual portfolio and strategy Review
  • More active and more frequent interaction
Portfolio and risk monitoring
  • Daily
Portfolio management
  • Comprehensive investment proposal

Research and financial analysis
  • Market analyses
  • Assessments of securities from our
    product spectrum