Portfolio management focusing on your personal goals
The Private Banker, a specialised executive of Alpha Private Banking, is in direct communication with you in order to determine your investment profile and work with you to define a personal investment strategy for the management of your assets.
An expert and responsible Private Banker:
- monitors your portfolio systematically
- informs you, on all the latest developments in international markets and the guidelines of the Private Banking Investment Committee
- proposes tailor-made solutions for the comprehensive management of your assets
- provides full details about your portfolio's composition and the transactions you make, having an open channel of communication with you
- is there for you at any time to talk with you about anything you deem of importance.
The Bank gives you the option to select any combination of Private Banking services you want to manage your portfolio so as to capitalise on the advantages offered by each service.