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Professional and tailor-made advisory
As a BHF-BANK client, you can tap the experience and knowledge of your personal advisor, who draws on the bank's first-class research to ensure that your investment decisions are always well-founded.Securities such as equities, bonds and investment funds are an integral part of any well-structured portfolio. Yet their contribution to your financial success depends largely on the structure of your portfolio and on the individual securities you select. A well-founded decision for or against a particular investment can only be made once a huge amount of information has been viewed and evaluated.
In our securities advisory service, our advisors help you deal with the time-consuming task of analysing the international financial markets and selecting individual financial instruments. In doing so, they draw on the expertise of our in-house research department, where specialists track all the major economic developments and monitor markets, sectors and individual securities.
Based on a strategy agreed with you in advance, your advisor will regularly put forward recommendations aimed at optimising the structure of your portfolio. The advice you receive is always independent - this means that the investment proposals we make are based exclusively on your personal requirements and the general market parameters. The decision to take up, or reject, a particular investment recommendation lies solely with you, the investor, while we put your decision into practice.