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 You are assigned a professional portfolio manager, whose chief responsibility is your investment. Together with your portfolio manager you decide on the appropriate risk level and investment strategy. The portfolio manager is knowledgeable and has access to the proprietary resources of the bank: information about investments, tax and legal consultations, as well as solutions to company structuring, estate planning and insurance questions. Our portfolio managers and a team of experienced analysts manage portfolios entrusted to the Discretionary Program. To provide additional analysis of their work, they collaborate with analysts of the SEB Group and other international companies.
The Service Includes: : - consultations with your personal portfolio manager
- access to investment expertise, tax and legal consultations, estate planning and insurance questions.
- a semi-annual review (possibly more frequent) review, which you conduct together with your portfolio manager,
- monthly portfolio status reports,
- high-level personalized service,
- ability to view the portfolio status on the i-banka
- credit line backed by the securities portfolio
- the possibility of using the securities portfolio as a collateral for the highest credit card credit lines.
Minimal investment - EUR 50,000 or USD 50,000 for the standard strategies offered by us; EUR 200,000 or its equivalent in another currency for individually designed portfolios. |
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