In order to be able to meet our clients’ investment needs, the investor’s investment horizon, investment goals and risk tolerance preferences are defined.
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In order to be able to meet our clients’ investment needs, the investor’s investment horizon, investment goals and risk tolerance preferences are defined, which is formulated in an interactive process between the investor and the Client Relationship Manager. Amongst other things, this process takes in account liquidity needs as well as taxation, regulatory and client-specific conditions. The client’s investment goals and restrictions are reviewed for plausibility in connection with the forecasts for the capital markets and form the basis for decisions to determine the portfolio’s strategic approach.