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Individuals financial assets

We advise our individual customers on their financial investments and make personalised recommendations according their risk profile and interests. Recommendations are made on equities and fixed income as well as mutual funds worldwide.

Portfolio profiles:

ASSESSMENT MODEL

EQUITY PORTFOLIO

  • 100% Equity

  • 0% Fixed income

Minimum investment period: At least 5 years

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HIGH GROWTH PORTFOLIO

  • 75% Equity

  • 25% Fixed income

Minimum investment period: At least 5 years

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GROWTH PORTFOLIO

  • 50% Equity

  • 50% Fixed income

Minimum investment period: At least 4 years

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BALANCED PORTFOLIO

  • 35% Equity

  • 65% Fixed income

Minimum investment period: At least 3 years

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CONSERVATIVE PORTFOLIO

  • 15% Equity

  • 85% Fixed income

Minimum investment period: At least 2 years

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FIXED INCOME PORTFOLIO

  • 0% Equity

  • 100% Fixed income

Minimum investment period: At least 1 year

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