Securities portfolio management
This service covers building a securities portfolio in and on behalf of the client by the Bank certified investment management consultant in order to achieve the specific investment objectives of the client through an adequate expected yield ratio and assumed risk level.
Through an individual approach to each client, Sparkasse Bank offers specifically tailored investment strategy for the client’s needs conditional to the client’s openness to risk, age, incomes, desired yield, investment horizon and personal needs.
Main objective of portfolio management is to ensure continuous success in the investment strategy by achieving the expected yield ratio to the accepted risk for the client.