How We Work With You
Discovery:
A dedicated relationship manager will serve as your personal
guide. They will introduce you to our wide
range of investment funds, the rigorous and disciplined
selection and monitoring of our world-class investment managers,
and our on-going communication and review process.
Strategy:
Your relationship manager will work with you to understand
your needs and help you to choose the right fund for you
based on your investment objectives, the size and allocation
of your portfolio, your risk profile, your investment time
horizon and more.
Implementation:
After you have decided on a fund, you can benefit from
the experience and skills of our selected fund managers
who will make the day-to-day investment decisions on your
behalf.
Review & Management / Communication:
Throughout the process, you will be kept informed of your
investments. At half-yearly intervals, you will receive statements
showing details of your holding(s), together with their current
value. And, of course, additional statements can always be
provided upon request.
Ready to take the next step?
We're here to discuss your needs and help determine the fund
solution most appropriate for you. To learn more about our
investment funds, please contact
us today. If you're already a Global Private Banking client,
we recommend you discuss your options with your relationship
manager.
Important
legal information regarding these funds - please read the
disclaimer before proceeding.
Depending on your citizenship
and residency some or all of the Funds may not be available
to you. In particular, none of the Funds are available to
residents of Canada or citizens or residents of the United
States of America.
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