Investment Counselling

Counselling is our most tailored service. Our clients engage in the investment industry motivated by their personal aspirations, which of course differ among individual clients. What is more every investor has completely different risk appetite and risk tolerance. Our aim is to undertake the demanding task of identifying the unique investment profile of every client personally. Up next we match our clients’ goals with their risk profile and the circumstances observed in the financial markets. Then we come up with a personalised investment strategy and any educational material needed. We also remain in touch with our clients and we support them in the long run with regular reviews and web meetings.