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Approach

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Whether clients want to build, manage, preserve or pass on wealth to the next generation, the Private Banking Wealth Management team follows a strict, disciplined approach, to help them achieve their personal goals and meet their financial objectives.

The Fundamentals of Our Advisory Solution Start With:

Whether clients want to build, manage, preserve or pass on wealth to the next generation, the Private Banking Wealth Management team follows a strict, disciplined approach, to help them achieve their personal goals and meet their financial objectives.

The Fundamentals of Our Advisory Solution Start With:

  •  
    Dialogue

    We discuss your objectives and define jointly the strategy for your financial assets.

  •  
    Analysis

    We analyse your risk, assets and income situation and define your profile and investment strategy.

  •  
    Planning

    We develop and assess different investment models and scenarios to finalise your optimal strategy.

  •  
    Execution

    We coordinate the necessary steps for you, leaving you with the ultimate decision in the solution.

  •  
    Assessment

    We monitor your investments and your accounts on an ongoing basis.