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
  • Estate Planning
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Credit Suisse Private Banking
$1,000,000 0.45% - 1.35%
  • Wealth Planning
  • Investment Advisory
  • Succession Planning
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J.P. Morgan Private Bank
$5,000,000 0.60% - 1.75%
  • Investment Management
  • Trust Services
  • Credit Solutions
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