Investment Advisory
Under this mandate our client receives our active and ongoing advice through frequent contacts to provide him investment ideas, information about current markets and trends, new products and services that could respond effectively to his strategy and risk profile, and important changes that occur in markets which could affect his investments.
For this service we incorporate our systematic monitoring of the client’s portfolio in the context of his profile and financial objectives with our dynamic advisory, seeking to optimize investment opportunities and the profitability of his portfolio.
Clients who typically tend to prefer this method of Dynamic Advisory are those who enjoy broad knowledge in the management of patrimonial assets and of financial products and services, and those who have ample time and the requisite information technology and systems to be able to give the investments the attention required. Under this method, it is the client who ultimately makes the decision to buy or sell his securities. Reliance Capital then channels those decisions in the most efficient manner possible.
It is important to point out that through Reliance Capital our clients can place trade orders up until the closing time of the New York Stock Exchange, which is 10 P.M. Swiss time, 4 hours after the normal closing time of banks in Switzerland.