Preferred access to a large range of the best external and Group mutual funds
Direct access to live securities: stocks and bonds
Trackers and structured products
Your manager-advisor will work closely with you to build a portfolio based on our bank's convictions that meets your investment goals.
Portfolio review: performance, consistency with your goals, portfolio risk monitoring and follow-up with you. Allocation architecture: allocation strategies and investment themes, exchanges and review of our investment ideas; implementation: search for opportunities, entry point definition, position monitoring and exit point determination. Instrument selection: directly held stocks and bonds, mutual funds, Trackers (index funds) and structured products.