In terms of wealth management our asset management department offers specialized services of a live portfolio management which are custom made depending on each client’s investment objectives and risk profile.
The basic principles on which our asset management services are based are the following:
Each client has his own investment objectives and risk profile. In cooperation with our investment advisors we decide which investment strategy is the most suitable for the client.
Our investment decisions are the product of in depth analysis and many years of experience and know-how on how financial markets behave. Our investment strategy is monitored constantly by the Investment Committee.
On a monthly basis asset management clients receive detailed statement of their positions as well as historical trades. These informations are available to them any time with just a phone call.
Asset management principles are also characterized by the following:
- Consistency to the principles of efficient management.
- The creation of standardized portfolios which cover each investor’s personal investment goals.
- The development of long-term relationships of trust with our clients. Frequent communications in conjunction with a thorough understanding of each client’s needs are the basic ingredients for a successful relationship with our clients.