To achieve your investment goals, it is crucial to create a finance management strategy acceptable to you. When preparing this strategy, we take into consideration your lifestyle, assets, income, expenses and future plans.
- Individual investment advice
- Discretionary portfolio management
Investment advice
We start moving towards your investment objectives by preparing a personal financial strategy, analysing your standard of living, assets, revenue, expenses and plans for the future.
Investment advice could be one-time or regular service for customers who have investment experience, are willing to analyse recommendations of SEB Private banking experts’ team and to make their own decisions on strategy implementation.
Advice on investment portfolio management
Advice on investment portfolio management means the development of the individual financial management strategy, related recommendations on its implementation and the transaction-related assistance. The above services are useful, if you have investment experience and are willing to independently analyse recommendations of the investment strategist of the Private Banking Department.
Discretionary portfolio management
Discretionary portfolio management means the administration of your financial assets and management in accordance with the approved individual strategy, that is pre-agreed with you. The above services are offered to such customers, who entitle financial experts to manage their investments. Based on your goals and tolerable risk, the most appropriate strategy will be selected.
Investment solutions take into account the aspect of sustainability
Our securities portfolios offered to Private Banking customers are not focused on promotion of specific environmental or social characteristics or sustainable investments. Nevertheless, we take sustainability aspects into account. In our investment decisions, we consider sustainability risks and consider principal adverse impact according to our Policy on the Integration of Sustainability Risk and Impact in Investment Decisions and Investment Advice.
Self-service on investments via the internet bank and mobile app
If you already have investing experience and willingness to manage your investments independently, we invite you to discover the possibilities of our online services: internet bank and mobile app.
