We have comprehensive and structure-optimized consulting process, ensuring that relationship managers fully understand customers‘ investment demands, expections and objectives from the beginning. Relationship managers will appraise customers‘ investment portfolio regularly and assist customers in making proper investment plans that meet current and future demands.
Relationship manager will offer professional and comprehensive opinions in terms of customers‘ demands and targets.
Relationship manager will describe customers‘ financial concepts based on results of the demand analysis.
Relationship manager will get insight into customers‘ attitude toward personal risks in order to assist them in making correct investment decisions.
Relationship manager will offer comprehensive investment advice based on customers‘ attitude toward risks.
Relationship manager will provide customers with professional support to assist with implementation of selected strategies and assets management.
Customers will decide the participation mode – discretionary or selected investment We provide various investment portfilos for customers to choose. They can entrust the management to us or participate in daily investment decision-making as well.
Customers prefer entrusting all daily investment decision-making to us.Customers do not need to constantly monitor market conditions.
Customers prefer making investment decisions by themselves.We supply advice to assist in managing portfilios.
