Individual
asset management
Mandates
for individual asset management are based on extensive consulting with the
customer and a detailed analysis of his goals. Using this as the terms of
reference, an optimised investment strategy is developed and special investment guidelines are
compiled, which form the basis for the portfolio management. The investment
strategy is reviewed from time to time together with the customer and,
if necessary, is adapted to meet changed customer requirements.
We
recommend an investment volume of USD 1 million upwards to exploit the benefits of
individual asset management to the
full.
|