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.

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