We handle a huge volume of financial resources that is entrusted to us by our clients from around the world, with different goals and with different expectations.
Taking this into account, it is clear that we do not offer the same package of products and services to all our customers. Our solutions are highly customizable and we suggest you collaborate with us closer in order to make sure you get the right option. Some of our clients need more support and advice in managing their wealth, while others are quite experienced and need only basic support.
Given the multitude of customer profiles and objectives, we propose three main account types that you can choose from:
- Advisory Account
- Discretionary Account
- Execution Only Account
We should say right from the start that each account meets the expectations of a certain group of clients and it does not necessarily mean that one of these is better than the other. It is important for you to give us the correct impression about your profile so that we can guide you in the right direction.
For example, if you are not aware of how the markets operate and how to manage an investment portfolio, it does not make any sense to apply for the Execution Only Account.
Let us get more in-depth into each account type so that you could get clear information about what it can offer.