Our advisory management service is intended for investors who are interested in the financial markets, and who require individual advice and a premium level of service. Clients who wish to maintain an ongoing dialogue with their own dedicated advisor. Trading takes place in conversation with your advisor, without you having to analyse each investment opportunity yourself. The client always has the final word on each individual decision.
Our services include:
- Dedicated client advisor with high availability and a limited number of clients
- Catella’s latest strategy, plus regular investment and allocation proposals
- Unique portfolios for each individual client
- A highly experienced team
- Access to all our specialists
- Portfolio reports and strategy comments
- K4 documentation
- Catella Alert
- Access to other investments and networking
- High level of security and confidentiality
- All our advisors are Swedsec licensed and carry out annual knowledge reviews
