ADVISORY MANDATE

You prefer to make your own investment decisions. However, you also want to ensure your portfolio is regularly reviewed to be in line with your personal risk profile, and receive notifications regarding risk and suggestions for improvement.

Based on your jointly developed risk profile, your personal Chartvalor client advisor will regularly provide you with information on market developments and recommendations, based on current developments. This is designed to reduce the complexity of your portfolio as much as possible.

Benefit from our years of experience and expertise in the financial sector.
When formulating our proposals, we apply the principles of careful diversification and best-in-class selection to identify the most fitting solutions and products from a broad spectrum of possibilities-because as an independent asset manager we are not bound to a single bank and its products.