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By means of our investment advisory process we can ensure that your requirements and
investment objectives may be accurately addressed and a tailor-made solution may be found.
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| 1. Client Assessment |
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Client assessment forms the foundation of the investment advisory process. To be able to
offer you a tailor-made investment solution, your most important investment criteria must
be determined, by means of questionnaire and/or a personal interview.
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| 2. Risk Profile |
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Furthermore, during the client assessment, we will establish your risk ability, risk
tolerance and return expectations. Consequently, this information will be taken into
account on the completion of the investment offer.
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| 3. Investment Strategy |
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On the completion of the assessment conducted we will together define the most suitable
investment strategy and provide you a specific investment proposal.
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| 4. Implementation |
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Once you have reached your investment decision, we will implement the chosen investment
strategy accordingly.
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| 5. Monitoring |
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The implemented investment strategy within your portfolio is subject to constant
monitoring. Should you decide to entrust us with an asset management mandate, we will
take the liberty to restructure your portfolio based on our assessment of the financial
markets and in accordance to the predefined investment strategy. Alternately, should you
opt for an active advisory mandate; we are not authorized to undertake any transactions
without your explicit consent.
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We strongly believe that regular communication is a necessity in order to be able to
adjust the chosen investment strategy proactively according to any changes within your
personal and/or financial circumstances.
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