By serving a limited number of clients we are able to offer truly individual advisory. Most clients are managed on discretionary terms by means of a power of attorney, while some clients prefer more advisory based services. All investments however are made in accordance with stringent guidelines based on the clients´ investment objectives and risk profile.
Clients are provided with web access to all relevant information regarding the portfolio (composition, performance and transactions etc.) and are thus able to monitor the performance on a daily basis. More thorough discussions regarding performance and strategy take places on quarterly meetings.
We have a strong relationship to our clients and we are proud to say that clients often ask us for advice on a broad range of business related issues.