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 even more frequent updates via the website and social media
- The investment account is always registered in the client’s name
- The contract is mutually cancellable on a daily basis
- The minimum entry limit is €500.000
Fees
- Full transparency regarding costs and investment policy
- No subscription or redemption fees for wealth management
- No performance fees on the achieved returns
- The management fee amounts 1% of the invested capital, billed quarterly