Investment advisory

Our Investment Advisory service is aimed to serve your personal finances.

We would like to express our gratitude for the trust you gave us by allowing us to enter your financial world. And not to stop at words only, we will connect the knowledge about your finances with our investment products. All, in your best interest!

Through the Investment Advisory service, we provide you with personal investment recommendations regarding buying, selling, holding, or realizing rights attaching to financial instruments. Our investment advice relates to investment of your financial assets into financial instruments issued by the members of the RBA Group, RBI Group and/or by Financial Market Participants with whom the Bank has a Distribution Agreement.

In short, Investment Advisory means providing our investment recommendation to you regarding one or more transactions with financial instruments, in order to increase your financial assets. You can request a recommendation, or we can contact you with relevant information.

First, we will arrange a meeting with you to consider your financial possibilities and investment desires. We would like to assess how big your financial aspirations are in order to offer you an investment in suitable financial instruments. During the advisory meeting, your personal banker will collect all relevant information in connection to your life goals and investment time horizon, your risk risk tolerance and ability to bear losses, in order to determine your investment profile. Further, we will provide you with an investment recommendation but, of course, decision is all yours. 

After your final decision regarding the respective investment and after the Bank executes buying of the financial instruments, you can monitor the progress of your investments on request. At your request, we will prepare your Portfolio Report and we can offer further advice.

And last but not least, we would like to emphasize that you realize this exclusive service free of charge!

Sustainability‐related disclosures in the financial services sector: Regulation (EU) 2019/2088 of the European Parliament and of the Council of 27 November 2019 on sustainability‐related disclosures in the financial services sector