Would you like to make your investments yourself, but need to discuss investment issues with someone? And do you plan to invest GBP250,000* or more? Then Investment Partner is the right choice for you.
You will have your own Relationship Manager (R.M.), who will follow your investments and make recommendations to optimise the portfolio based on your very needs and requirements. The role of the R.M. is to discuss risks and opportunities with you. However, when all is said and done, only you will be able to decide whether the proposal of the R.M. will be put into practice.
What do you get?
- We will work out an investment profile for you – with individualised recommendations
- You will have a 100% dedicated R.M. as your regular sparring partner
- You will be contacted when new opportunities arise
- You will have a global portfolio diversified across asset classes
- You will receive detailed performance reports
* As each of our clients has a unique investment profile, the amount is only indicative. The final investment amount will be agreed upon in cooperation with your Relationship Manager.
