Investment Advisory

Integrated Advisory Services Tailored to Your Requirements

If you are an active investor and follow events on the worldwide markets with great interest, you may appreciate Balfour Capital Group’s Investment Advisory Services. This offering enables you to attain additional knowledge from Balfour Capital Group’s investment market specialists, tailored specifically to your need.

Key features of the Advisory Services

You will receive solutions tailored to your investment needs and goals, with instruments from Balfour Capital Group’s open product and service platform.

You will be continually updated on new developments, opportunities and risks and have access to the very best investment ideas, identified every week by a global network of investment advisory experts.

You will make the final investment decisions yourself.

An ‘open product and service platform’ means that Balfour Capital Group does not only offer in-house products but also products from third-party providers. It is only where product offerings in the market from third-party issuers are not available that Balfour Capital Group complements the market offering with Balfour Capital Group’s products, based on Balfour Capital Group’s in-house specialist know-how.

Successful Investing is an Ongoing Process
  1. Customized Investment Solutions. Your personal goals and requirements are translated continuously into customized investment solutions.
  2. Proactive Advisory. You are kept up to date on market developments at all time, in accordance with your desires.
  3. Market Timing. We provide continuous advice in order for you to act quickly to changing market conditions.
  4. Active Monitoring and Portfolio Analysis. Your portfolio is continuously monitored in terms of quality and potential portfolio and market risk.
  5. Direct Access to the Investment Approach. Our investment approach combines the know-how and experience of numerous experts.
error: Content is protected !!