As your investment advisor, Granfeld will provide you with personalized investment recommendations, subject to your risk profile and in line with your investment objectives.

The starting point is an in-depth and complete analysis of the investor's needs, including the Risk Profile. We examine both quantitative and qualitative aspects of risk. We simulate scenarios and formulate expectations.

In line with our investment philosophy, we follow a multi-asset class approach and advise on fixed income, equities, non-traditional investments and foreign exchange. We consider all investment instruments available and make recommendations on direct investments (bonds and equities), structured products, collective investments such as ETFs and funds.

Granfeld is an independent investment firm and has no restrictions on the product providers that it evaluates. We have an open architecture approach and the years of experience in the investment field make us an expert in the fund selection and monitoring process.

We update investors on market developments and analyse changing conditions. Yet advise, and risk, should be seen from the portfolio perspective. Our advisory solution includes portfolio monitoring as well, making this a truly customized solution.

The firm can provide access to first class research via its relationships with renowned banking institutions. Regular and ad hoc meetings complement the exclusivity of the service.

Granfeld is authorized to offer the investment service of Reception and Transmission of orders. Upon agreement and conditions this service can also be incorporated into our Investment Advisory Service.