Investment Partner

Every day offers new opportunities in the financial markets. But when would be a good time to make a move – and in what direction? Many active investors feel that they need more time than before to navigate in the investment market. If you feel the same way, Investment Partner may be the right thing for you. With Investment Partner you get a sparring partner who will help you optimise your investments. We come up with the ideas – you make the decisions.

Designed for

• Investors who wish to make their own investment decisions but who also see the benefits of having a sparring partner when it comes to investment.
• Investors who plan to invest EUR 250,000 or more. Each investor has a unique investment profile so the amount is only indicative. The final investment amount will be fixed based on a dialogue with your personal investment adviser.

What you can expect:

• we will work out an investment profile for you – with individualised recommendations
• you will have a 100% dedicated adviser as your regular sparring partner
• you will be contacted when new opportunities arise
• you will have a global portfolio diversified across asset classes
• you will receive detailed performance reports

In brief

With Investment Partner you will experience cooperation offering competent advice, availability and credibility – and you will be in ongoing active dialogue with your investment adviser. The adviser’s role is to discuss risks and opportunities with you and make suggestions for you to optimise your portfolio on a regular basis. The dialogue is based on openness and respect – and ultimately you are the only person who can decide if the adviser’s suggestions are to be put into practice.

Investment Partner Brochure

 

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