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You have extensive knowledge of investment; you know your way around the world's financial markets; and you want to take your own investment decisions. You regularly seek contact
and professional advice from the investment advisory service of your bank. You would like this service to provide you with relevant financial information, to recommend attractive
investments and to implement your investment decisions promptly.
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Patrick Zaugg
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| Client Advisory, Vontobel Private Banking |
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| +41 (0)58 283 76 28 |
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Contact
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Investment Advisory from Vontobel Private Banking:
So that you can make more of your assets.
You are interested in investment and spend a lot of time tracking trends and developments on the financial markets. You understand the pricing mechanisms that operate in the
investment markets and would like to make active use of your expertise. For this reason you yourself want to decide which investments should make up your portfolio, which shares
and bonds should be bought and sold, and which regions, sectors and currencies you would like to target. In this context you will value the investment advisory service provided by
a bank which is always informed about the latest developments on the stock markets and which implements your investment decisions in a structured and disciplined process.
In using investment advisory services from Vontobel Private Banking, you reserve yourself a front-row seat in the international financial markets. Our Investment Advisory provides
you with professional and proactive advice and regular contacts that are tailored to your requirements.
Investment Advisory means good advice for you and your assets.
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You receive stock market information first-hand. Our investment advisory service provides you with information on current developments and trends on the financial markets,
both online and by telephone.
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You take your own portfolio decisions, and Vontobel Private Banking provides you with tailored support for your investment decisions.
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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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You have a reliable trading partner who immediately executes your purchase, sale and regrouping orders on the market.
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You benefit, if you so wish, from purchase, sale and regrouping recommendations within the investment universe defined by Bank Vontobel AG.
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You benefit from tax advantages, because we also inform you about the tax impact of your actions.
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You yourself decide when and how often your Vontobel investment advisor should contact you.
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You are secure in the knowledge that your advisor will contact you proactively if urgent action is required.
Investment Advisory from Vontobel Private Banking gives you the freedom to take your own investment decisions and is always there for you when you need our support.
Your risk tolerance, perception and capacity will be systematically checked on a periodic basis.
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