Our services in relation to investments can either be on an Execution-only, Advisory or Discretionary basis.
Execution–only Dealing Services
With our Execution-only Dealing Services, you can transact in financial instruments without receiving any investment advice as to whether such an investment is suitable for you. Nevertheless we may ask you some questions to narrow down the selection of financial instruments that you are interested in and for which we may provide details on but these will not constitute a personal recommendation. You will then need to make your own choice about how to proceed.
Investment Advisory Services
With our Investment Advisory Services, we will provide investment advice in regard to your investments and transactions in financial instruments. Our Investment Advisory Services covers restricted advice only. We only offer Investment Advisory Services on an ongoing basis.
Discretionary Asset Management Services
With our Discretionary Asset Management Services, we will provide combined asset management capabilities in a full-service offering. Our sustainable mandates are built around the analysis of financial, social and ecological opportunities, based on an investment philosophy with more than 20 years of experience.
You should recognise that there are always risks in investing as the value of investments can fall and you may lose a substantial part or all of the invested capital.