Wealth Management

  • Discretionary Portfolio Management (DPM)
  • Investment management and portfolio advisory services
  • Expert team with high level knowledge of international finance
  • Financial market information and analyses

Benefits

Discretionary Portfolio Management (DPM)

We mainly recommend the active investment approach applied in DPM to Clients who do not wish to deal with managing their investments on a daily basis. At the same time for Clients who also find flexibility and transparency important with regard to risks and costs.

Investment management and portfolio advisory services

As part of our advisory services, you can select from the top experts of the financial profession, who will inform you on all aspects of finances and investments. Your private banker focuses on defining your personal investment strategy together with you, and uses it to act in the future in line with your expectations.

Expert team with high level knowledge of international finance

Our professional financial experts are supported by analysts, industrial and foreign currency specialists. We explore your needs and develop a portfolio that meets your expectations.

Financial market information and analyses

Thanks to our weekly and monthly private banking publications, you can always access the latest investment information. We also prepare comprehensive analyses in various subjects.

Whole range of asset management services with specific solutions

Discretionary Portfolio Management (DPM)

Investment funds

Other investment products

Access to IPOs and new bond issues

Treasury services

Real estate

Lombard

Retirement savings

Insurance services

Brokerage services

Other Services