«CONSULT top» – Customized investment strategy with first-class services

You follow the financial markets with great interest, you’re an active investor, and you want tailored recommendations.

You follow the financial markets with great interest, are an active investor, and would like competent support from your client advisor. You would also like regular individual investment recommendations and ongoing portfolio monitoring.

Advice and support Consult top, Bedürfnisse
Portfolio and risk monitoring
Portfolio management
Research and financial analysis
  • Your client advisor supports you in your investment decisions
  • You benefit from total individuality and attentiveness when it comes to strategy monitoring, portfolio and risk monitoring, products and research
  • Involvement of investment specialists
  • 24 cost-free transactions p.a., thereafter 50 % rebate
Advice and support
  • Clarifying needs
  • Determining individual investment strategy
  • Setting investment restrictions
  • Annual portfolio and strategy review
  • Involvement of investment specialists
  • Ongoing interaction with us
Portfolio and risk monitoring
  • Daily
  • Alert in event of strategy deviations
Portfolio management
  • Comprehensive investment proposal
  • Consolidated asset analysis
Research and financial analysis
  • Market analyses
  • Assessments of securities
  • Participation in monthly “CIO Talk”
    telephone conference