Our responsibility
Sustainable and ethical action is a matter of course for us.
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Classic investment advice with strategy monitoring for long-term investors.
You make your investment decisions independently and flexibly, without sacrificing regular monitoring of your portfolio and our tailored investment recommendations.
| PRIMUS Advice Classic investment advice with strategy monitoring for long-term investors. | |
| Advice and client support | ●●○○ |
| Monitoring and reporting | ●●○○ |
| Investment and market information | ●●○○ |
Our services
- Personal advice and client support
- Selection of five different investment strategies
- Customised investment proposals
- Regular portfolio monitoring
- Comprehensive performance reporting
- Sustainability report at portfolio level
- Attractive conditions with additional discounts
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Invest the right way to create and preserve wealth.
We would be happy to assist you in implementing your wishes. Please contact us.
