Customised advisory model for professional investors with their finger on the pulse of the markets.
You have your finger on the pulse of the financial markets and actively manage your portfolio on your own responsibility. We support you as a professional sparring partner, monitor the development of your assets, and share our opinion with you on an ongoing basis.
|PRIMUS Advice plus|
Customised advisory model for
professional investors with their
finger on the pulse of the markets.
|Advice and client support||●●●●|
|Monitoring and reporting||●●●○|
|Investment and market information||●●●●|
- Personal advice and client support
- Tailored investment strategy
- Customised investment proposals
- Ongoing portfolio monitoring
- Information on tactical asset allocation using Neue Bank traffic light
- Proactive recommendations on market opportunities
- Option of incorporating sustainability and social aspects
- Comprehensive performance reporting
- Sustainability report at portfolio level
- Attractive flat fee with many additional discounts
Invest the right way to create and preserve wealth.
We would be happy to assist you in implementing your wishes. Please contact us.