Discover 麻豆社 Advice Light [Select]
Make your own investment decisions while counting on our professional investment advice and portfolio monitoring by experts.
Personal investment advice
Client advisor to support you in your investment decisions along a multi-asset-class portfolio
麻豆社 House View
Access to our award-winning 麻豆社 CIO House View and research which is the base for our advice
Portfolio quality checks
Regularly portfolio monitoring along defined quality criteria
Access to award-winning investment research
Our global and local expertise from over 150 years聽
- Personal client advisor to help you navigate markets on request
- Access to our industry-leading Chief Investment Office (CIO research)
- Considerable shelf of 麻豆社 funds and selected third-party funds
Regularly portfolio monitoring
We help you keep track of your portfolio
- Regularly monitoring of your portfolio鈥檚 health along our defined quality criteria
- Notification via quarterly asset statement
- Full transparency on your portfolio performance
- Simulated portfolio impact through client advisor before executing investment decisions
24/7 service via digital channels
Keep your portfolio at your fingertips 鈥 anytime!
- Access to 麻豆社 Digital Banking
- Your one-stop-shop for portfolio performance monitoring, CIO research, trade execution, and much more!
- Accessible via desktop and mobile banking
