Prelium Investment Advisory Services

The company provides customized investment advisory services to clients who wish to take their own investment actions, by evaluating investment proposals offered by Prelium aiming to the best possible risk - return reward.

Method:
  • The client completes an investment profile questionnaire setting out her/his needs and requirements and the limit of risk is willing to take on the basis of both her/his financial capacity and risk appetite.
  • Prelium consultants propose a number of suitable investment strategies and identify the appropriate financial instruments for the pursuance of each strategy.
  • The client makes the final decision on the investment strategy which suits her/him more.
  • Trades execution from Prelium.
  • Continuous monitoring and regular update on the progress of investments and possible dynamic restructuring.
Benefits:
  • Broad availability and choice of products from all asset classes globally.
  • Collaboration with prestigious international investment firms but with no commitment to promote solely their products.
  • Full transparency in the pricing policy and charges.

The service is provided through a Special Investment Advisory Agreement, signed by the client.

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