||Do you have
the time and motivation to at least partly cultivate your own assets
and make autonomous investment decisions? Then the «Active Advisory
Mandate» is ideal for you.
With an «Active Advisory Mandate» (investment
consulting) we will actively assist you in preparing investment
decisions by presenting you with ideas and recommendations for possible
investments and keeping you continuously updated about any potential
changes in the environment around your portfolio. You make your
own decisions on whether or not to follow our recommendations.
All investments that we suggest come from us alone and focus solely
on the individual investment profile of each separate client.
The «Active Advisory Mandate» gives you the reassuring feeling of
having a reliable and committed advisor at your side, who understands
your personal requirements precisely and who actively supports you
in achieving your goals.
||The basis of the «Active Advisory Mandate»
is the Investment Advice Contract. It is possible to have a mixed
mandate with a «Discretionary
Mandate»; the consultancy and management fees are the same
with both types of mandate.
||We would be pleased to discuss with you
in more detail how our «Active Advisory Mandate» works and to show
you what you can expect of us. To arrange a personal consultation,
please contact one of our team in
Lausanne or London.