Are you a young professional investing for the long term, or are you looking to consolidate your savings just before you retire? Your investment strategy can vary a great deal depending on your own individual situation. This is why it is essential to draw up an investor profile to guide your investment choices.
Based on personal factors, your investor profile identifies how best to allocate your assets to achieve your investment objectives in the desired time-frame. To do this, experts primarily consider the following:
More and more banks are also incorporating your ESG preferences into their investor profile to take account of your sustainability objectives.
Your investor profile identifies how best to allocate your assets to achieve your investment objectives in the desired time-frame.
Based on this analysis, you will be given one of the following profiles:
Haven’t you identified your investor profile yet? Would you like to invest in a management mandate? Find out more from your personal Relationship manager. They are here to help.
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