Private banking international
The private banking services are offered for new clients starting with assets of a minimum of USD 300,000.00 or more.
· Investment Strategy:
- Global analysis of political and economic data and the medium
-term forecasts and scenarios;
- Switzerland, Europe, USA, Japan, Others; and
- Stock, Interest Rates, Currencies, Others.
Asset Management Services in particular:
· Investment Objective:
- Detailed risk assessment;
- Risk Affinity;
- Risk Ability; and
- Performance Goal.
· Investment Tactics:
Detailed research into individual industry sectors and companies, and monitoring of the financial markets
· Reporting:
We will report regularly about the developments of your wealth. It will give you an overview about your account and the strategies, risks and performances taken.
· Investment Advice:
Partnering you in taking your own investment decisions with the help of the research data base we gather together.
· Global Asset Management and Consolidation:
We assist you with your overall world wide wealth. We help you plan and keep the overview by preparing consolidated reports as basis for future decision making and monitoring of your wealth.
· Fund Portfolio:
Diversified investment of your assets among equity and bond funds.
· Administrative Custody Management:
You manage your assets; we handle the transactions for you.
