Private banking
Modern asset management combining all classes of assets including alternative investment instruments and allowing you to individually choose the appropriate investment strategy in line with your risk profile.
The FWR Private banking portfolio is actively managed in order to achieve the highest return on the assets under management within the client’s risk profile.
Management of the risk part of the portfolio takes place through two container funds (special funds of funds). This way the portfolio gains a number of benefits.
significantly lower transaction costs when purchasing investment instruments to a portfolio compared to the transaction costs under traditional asset management
if complying with the investment horizon (over 3 years), you are not exposed to significant tax
better diversification of investment risk
currency risk is tactically hedged
FWR Private banking portfolio offers 4 model strategies with varying degrees of investment risk.
Sophisticated reporting provides you with useful information about the structure of risk-involving and risk-free instruments in the container funds. RBroker gives you an online view of the current structure of your FWR Private banking portfolio. This includes, in particular:
status report
transaction report
portfolio performance
cash transactions