Wealth management
Customers who would like to participate more actively in the decision making process regarding their portfolio management can choose investment advisory services.
The economic crisis and its resulting investment failures caused customers to become more cautious in selecting financial products. They began to seek professional financial advisory services and comprehensive wealth management services. BRE Private Banking & Wealth Management offers advice in the area of asset management by providing recommendations regarding the best suitable strategy to build an investment portfolio. Recommendations are made on a quarterly basis and are discussed with the customer who then decides whether the recommended changes should be implemented.
Customers can choose one of two ways to receive asset allocation advice:
Investment advice is provided by BRE Wealth Management S.A. Company – the expert centre for hiring licensed financial advisors and specialists with qualifications both Polish and with international certificates and diplomas, licensed brokers, and experienced private banking relationship managers.
The economic crisis and its resulting investment failures caused customers to become more cautious in selecting financial products. They began to seek professional financial advisory services and comprehensive wealth management services. BRE Private Banking & Wealth Management offers advice in the area of asset management by providing recommendations regarding the best suitable strategy to build an investment portfolio. Recommendations are made on a quarterly basis and are discussed with the customer who then decides whether the recommended changes should be implemented.
Customers can choose one of two ways to receive asset allocation advice:
- Pre-established actively managed portfolios where asset classes are selected in accordance with different strategies designed for different types of investors (Aggressive, Steady, Balanced, and Conservative), or
- Individual investment advice by a dedicated Portfolio Manager
Investment advice is provided by BRE Wealth Management S.A. Company – the expert centre for hiring licensed financial advisors and specialists with qualifications both Polish and with international certificates and diplomas, licensed brokers, and experienced private banking relationship managers.
Benefits
We offer four levels of assistance during the advising process.
- First, we offer long-term investment portfolio advice divided into basic asset classes. When the market is well-balanced, the portfolio strictly corresponds with our customer’s investment profile
- Second is active fund allocation management. We adjust the shares of particular assets in a portfolio in order to compensate for varying market conditions
- Next, we select the most optimal means of investment within individual asset classes
- Finally, to achieve an optimal ratio of the expected return rate vs. risk, we effectively diversify our customer’s portfolio by including multiple classes of assets
