With advisory solutions, you take the final investment decision. Based on the chosen investment strategy and our market assessment, we leave our investment recommendations to you.

As part of our “Piano” mandates, your Relationship Manager provides you with comprehensive investment solutions and ideas. In doing so, your advisor will draw on our team of experienced investment specialists.

If you wish to have direct contact with our investment specialists and receive market-related information and ideas at short notice, the “Allegro” mandate offers you the perfect solution.

With our “Vivace” advisory mandate, we open-up the investment universe to also include non-traditional and alternative investments.

Monitoring

Our specialists manage and monitor your portfolio regularly. This allows us to identify risks in your portfolio at an early stage and optimise them through appropriate adjustments.

Regular reporting

Our reporting is also fully aligned with your requirements. You receive detailed account and custody account statements at regular intervals so that you can closely monitor the development of your assets. You can also request details of individual transactions or access a full range of information at any time via our e-Banking platform.

Transparent fees

Transparency is important to us. Where fees are concerned, we consciously avoid complex models and offer an all-in tariff on managed assets. This tariff not only covers our portfolio management services but also transactions and the custody of portfolio positions and reporting – all at a transparent and fair price. Upon request, we will be pleased to offer you performance-based fee models. We can also offer a transaction model as part of our advisory service. With this model, you benefit from a reduced tariff and are only charged one fee per transaction.

Retrocession

IHAG Privatbank does not offer any investment products of its own and gen-erally refrains from using and recommending financial instruments with retrocessions in its wealth management and advisory services. We select products based solely on their features and their suitability for the portfolio. This ensures that the interests of clients and the bank are always aligned.