Investment Advisory Services

Expert investment advisory solutions from leading private banks

Portfolio Management

Customized portfolio management solutions

  • Asset allocation
  • Risk management
  • Performance monitoring
  • Portfolio rebalancing

Investment Strategy

Sophisticated investment strategy development

  • Market analysis
  • Investment selection
  • Strategy optimization
  • Risk assessment

Wealth Advisory

Comprehensive wealth advisory services

  • Financial planning
  • Investment consulting
  • Wealth preservation
  • Growth strategies

Compare Investment Advisory Services

Bank Minimum Investment Management Fee Key Features
UBS Private Banking
$2,000,000 0.50% - 1.50%
  • Wealth Planning
  • Investment Management
  • Portfolio Management
View Profile
Credit Suisse Private Banking
$1,000,000 0.45% - 1.35%
  • Wealth Planning
  • Investment Advisory
  • Portfolio Management
View Profile
J.P. Morgan Private Bank
$5,000,000 0.60% - 1.75%
  • Investment Management
  • Portfolio Management
  • Trust Services
View Profile
Goldman Sachs Private Wealth
$10,000,000 0.75% - 2.25%
  • Investment Management
  • Portfolio Management
  • Alternative Investments
View Profile
Morgan Stanley Private Bank
$5,000,000 0.65% - 1.85%
  • Investment Management
  • Portfolio Management
  • Financial Planning
View Profile
Deutsche Bank Private Wealth
€3,000,000 0.55% - 1.65%
  • Investment Management
  • Portfolio Management
  • Wealth Planning
View Profile
HSBC Private Banking
$5,000,000 0.60% - 1.75%
  • Investment Management
  • Portfolio Management
  • International Banking
View Profile
Barclays Private Bank
£1,000,000 0.50% - 1.45%
  • Investment Management
  • Portfolio Management
  • Wealth Planning
View Profile
BNP Paribas Wealth Management
€1,500,000 0.60% - 1.80%
  • Investment Management
  • Portfolio Management
  • Wealth Planning
View Profile
Julius Baer
CHF 1,000,000 0.65% - 1.75%
  • Investment Management
  • Portfolio Management
  • Wealth Planning
View Profile