Approach
Contact
- Visiting four times a year, at home or at the office, to review the portfolio;
- If desired, consulting the personal advisor at least once a year;
- Proactive insight into the chosen investments;
- High level of customer service in answering questions and wishes;
- The goal is to jointly build a long-term relationship based on mutual trust.
Service
- Customized solutions for each specific investment objective;
- Free choice of a custodian bank;
- 24/7 online insight into the investment portfolio;
- Monthly access to analyses and reports from the Vimco research team and weekly updates via our newsletter;
- The investment account is always registered in the client’s name;
- The contract is mutually cancellable on a daily basis.
Fees
- Full transparency regarding costs and investment policy;
- No subscription or redemption fees for wealth management;
- The management fee amounts 1% (ex. VAT) of the invested capital, billed quarterly.