andbanc / Private Bankers

ASSET MANAGEMENT

Anyone can speculate, but investing is an art.

Private Clients

Our investment process:


  1. 01

    We define your asset targets together:

    • Objective return and risk budget
    • Investment horizon, liquidity and restrictions
    • Identification of investment requirements
  2. 02

    We will give you various alternatives for managing your assets:

    • Conventional Management
    • Absolute return
    • Personalised management
  3. 03

    Together we will choose the strategy that best fits your profile:

    Considering your situation and your personal values, tastes and risk tolerance.

  4. 04

    Together we invest according to the strategy defined:

    We invest progressively using sophisticated,
    decision-making tools.

  5. 05

    We will track your portfolio:

    With easy to understand, transparent
    reporting, we evaluate the management
    activities together.