Meeting booking for Private Banking customers
Do you want a review of your portfolio? Book a meeting here.
What happens in the meeting?
We will go through your financial situation and possibly your current portfolio. Before the meeting, you need to fill out a form that reveals your attitude to risk (link follows in the meeting confirmation you receive). The risk assessment form provides the basis for the conversation. Together we’ll spend time finding out what’s right and important for you, and getting to know your wishes and needs.
Your unique investment plan
After the meeting you will receive an investment plan based on your wishes and our recommendation. This is a specific recommendation on how you should build your portfolio in the future. We recommend that we look at this plan together annually, and potentially make adjustments if your needs change.
