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5 reasons to choose advice

Investments
1.    Your own investment specialist
2.    Geared to your requirements and objectives
3.    Personal contact, as often as you wish
4.    Focus on return as well as risk
5.    Extensive range of investment products

Engage in market trades like a professional investor

You and your personal investment advisor are hand in glove. Together, we aim for the best possible result.

This is how it works

We take stock of your expectations and objectives. Next, we will help you to set up the optimal portfolio and choose the right investment instruments.
  • Your investment advisor will keep a finger on the pulse and you will confer frequently.
  • You will always be the first to hear about attractive investment opportunities
  • Investment advice is available from EUR 1,000,000

This is how it works

  • Your investment advisor will keep a finger on the pulse and you will confer frequently.
  • You will always be the first to hear about attractive investment opportunities
  • Investment advice is available from EUR 1,000,000
We take stock of your expectations and objectives. Next, we will help you to set up the optimal portfolio and choose the right investment instruments.

Invest the way you want to

Advisory Services

You will build your portfolio, in consultation with your advisor. Together, we select investments from the various asset classes and investment instruments that are appropriate for your investment profile.

  • Do you only want to invest in government bonds or do you also wish to include corporate bonds?
  • Would you rather invest in equity funds or in individual stocks?
  • Do you require a capital guarantee?
  • Do you want to restrict your investments to the eurozone or are you also interested in investing in other currencies?
  • Do you wish to take advantage of the latest themes?
  • Do you wish to hedge the risks in your portfolio by using options?

Your objectives

Your objectives and requirements form the basis for your personal investment profile. Together with your investment specialist you will explore what your preferences are and establish how often you want touch base with him or her about your investments.

Features of Investment Advice

  • Frequent exchange of information about trends and market developments
  • Opportunities for frequent trading
  • Invest in a combination of individual stocks, actively managed investment funds and index funds
  • Extensive offering, including private equity, hedge funds, structured products and opportunities for customisation.

What suits you?

At this stage of your life you may be more focused on your family, your job or your company, but at another point in time your investments may be higher on your list of priorities. That is why Investment Advice offers you the possibility to choose the type of service that suits you best. What is it going to be?
Dick Stoffels
Senior investment advisor
We are happy to advise you in every phase of your business. Please contact us.
  • The only Dutch private bank in Switzerland
  • Your needs are our standards
  • Specialised in the future since 1737