CONSULT offers all the benefits of proactive investment advice
CONSULT provides the perfect basis for active, risk-based asset management. Covering a whole series of first-class services, it gives you effective support on all aspects of your investment goals and decisions.
The focus is on systematic implementation and monitoring of your investment strategy using state-of-the-art technical tools, a rapid flow of financial market information to assess opportunities and risks, and a regular exchange of views with your personal advisor.
- Determining your investor profile and deciding your personal investment strategy
- Consistent, systematic investment process within the defined strategy
- Rapid, strategy-based information flow is crucial to active asset management
- Analysis and evaluation of individual securities
- Sell recommendations
- Notification that security limits have been reached or of any divergence from the agreed strategy
- Warnings in the event of cluster risk and risk positions (individual securities with indications of total loss)
- Periodic rebalancing of the portfolio (with your personal strategy)
- Portfolio review in light of key crisis scenarios
- Simulation of impact of risk and return on proposed investments
Graphic illustration of asset and portfolio performance (once a quarter)
Financial and wealth planning
(for clients domiciled in Switzerland)
- Pension analysis
- Discounted financial planning, advice on inheritance issues and tax returns
- Account and deposit management
- Payment transactions and postage charges
- Maestro card free of charge
With CONSULT you pay brokerage fees plus an all-inclusive administration fee of 0.28 – 0.5 % and benefit from a wide range of first-class advisory and other services.