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You want to be sure that your assets are invested profitably and securely but you don't want to have to make the investment decisions yourself. You have neither the time nor the
systems required to track the daily fluctuations on the financial markets. Perhaps you simply don't have the experience to make the right decision on the best type of investment
at the right time. That's why you're looking for a portfolio management service, which offers you quality and continuity of advice, and earns your trust.
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Doris Donghi
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| Client Advisory, Vontobel Private Banking |
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| +41 (0)58 283 73 39 |
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Contact
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Asset Management from Vontobel Private Banking:
So that your assets work for you. And not vice versa.
You give us the responsibility of actively managing and preserving the value of your portfolio from an integrated point of view and in line with your wishes. You leave the
individual investment decisions and the continuous monitoring of your portfolio up to us - in other words, you trust us to act in your best interests. And you can expect a
great deal in return: comprehensive advice, individual support and a tailored investment strategy which takes full account of your wishes, your risk capacity and your financial
situation.
Asset Management means full service for you and your assets.
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You don't waste time.You don't have to worry about your portfolio all the time, and you don't need to take difficult investment decisions which demand comprehensive
experience and continuous tracking of trends on the stock markets, in politics and in the economy.
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Your financial situation is analysed comprehensively, so that all the investment strategies and the investments themselves are in tune with your possibilities, wishes,
expectations, risk tolerance and risk capacity.
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You take no unnecessary risks, because all investments are made in line with your carefully analysed individual risk profile.
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Your assets are in good hands and are looked after and monitored 24 hours a day by experts.
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Your investments are checked daily for important events, so that no deadlines are missed (cashing of coupons, expiration of payment or conversion deadlines, etc.).
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Your assets benefit on an ongoing basis from the latest scientific findings on financial market theory.
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You are well informed and regularly receive meaningful information relating both to the performance of your portfolio and to trends on the financial markets.
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Your portfolio is managed in accordance with your wishes and instructions, even if you delegate the individual investment decisions to Bank Vontobel AG.
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You take advantage of interesting diversification options in a range of investment securities and categories and benefit from attractive investments which are unavailable
to others.
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You can be certain that your long-term investment strategy will be implemented professionally.
Your risk profile and the corresponding investment strategy are checked periodically to ensure that they are still right for you.
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