Learn about our investment philosophy
We believe
We believe in the value of our managers and trust in their skills.
We approach
We approach each of our clients individually and together we formulate their personal investment plan after having fully understood their real needs.
We use
We use external expertise in areas where we do not have specialised staff.
We provide
We provide full transparency about our investment policy, the financial products we use, the potential risks and the direct and indirect costs.
The Investment Committee
Our specialised executives are supported by the Investment Committee, a team of senior thought leaders across Wealth & Asset Management and other areas of the bank with each many years of experience in wealth management.
Understanding your life priorities
Every engagement starts with your personal goals and priorities and how likely they are to shift with time. To help prepare the road ahead, we determine what matters to you and your family long term. As we assess your personal goals, we always think about you and the people you care.
Assessing your risk appetite
We determine your investment profile and the suitability of our various products and solutions. We discuss your knowledge & experience in financial markets and instruments, your investable assets, an in-depth understanding of your risk tolerance, your investment time horizon and your sustainability criteria.
Active portfolio management
Your investments are managed to professional standards and allow you to better respond to economic developments, take advantage of investment opportunities and protect yourself from market fluctuations.
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