Our consulting approach
A holistic approach to consulting with a special focus on your personal wishes and intentions.
• Consultation
• Evaluation of the investment strategy in consideration of
 the risk ability and tolerance.
• Transformation and implementation of the investment strategy
customised to the individual assets and liabilities structure
• Monitoring
• Periodic presentation of assets and liabilities as well as a
performance analysis
The Wealth Management of Chefinvest Ltd. places a special focus on your personal wishes and intentions.
The implementation of the investment strategy follows the evaluation of the strategy through quantitative and qualitative analysis, in regards to your risk ability, as well as your investment horizon.
The consultation concept also includes the possible choice of, and price negotiations with, the best available products, managers and banks for the investment strategy.
In order to evaluate the investment achievements of the corresponding strategy and manager, you will receive a periodic analysis of the performance.
|
|
|
|
