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For Advisory clients the portfolio set up takes a different route. Although, the considered parameters within the portfolio allocation can be similar to that of our discretionary clients, here the emphasis is put upon advising clients on individual asset positions

The final choice of the portfolio setup and duration ultimately lies with our clients. They are also able to alter their portfolio strategy independent of our advice. Advisory clients receive our monthly conviction list of financial asset, which can assist them in re-positioning their portfolio constitutes.

Our execution desk will be happy to assist the clients on trade execution. Clients can therefore, either contact us or execute their trade with the provided electronic banking facilities provided by the custodian banks.