premium plus
Advisory Service
You are an active investor with a focus on opportunities and risks, both at a strategic and tactical level. Your personal Relationship Manager offers you individualised proactive and comprehensive investment advice as well as a tailor-made portfolio monitoring. In addition, you get exclusive access to our investment specialists in all asset classes
INDIVIDUAL ADVICE
Personal Relationship Manager
Investment Specialists
INVESTMENT OPPORTUNITIES
Entry Signals
Exit Signals
Investment Updates
EQUITY QUOTA MONITORING
Strategic
Tactical
REPORTING
Portfolio Statement incl. Votes*
Portfolio Quality Report
PORTFOLIO AND STRATEGY REVIEW
1-4x per year with your personal
Relationship Manager
and our Investment Specialists
MARKET VIEW AND COMMENTARIES
Investment Publications
Investment Committee Minutes
Market Updates
recommended minimum
INVESTMENT AMOUNT
CHF 5’000’000