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Open an account in four steps

Step 1 Investor profile

Let us know your wishes and goals and we will create your customised investor profile.

Step 2 Account opening

Based on the information our clients provide us, we open an account with one of our cooperation partners.
The client grants us therefore an online asset management mandate so that we can put the personal investment strategy into practice.

Step 3 Identification

The contractual procedures are carried out digitally, so there is no need to send any documents by mail.

Step 4 Active management

We take on your portfolio management and implement the chosen strategy.