Tailor-made support and advice – at your service when you need it

The advisory management service of Lux Nordic Wealth Management S.A. is designed to enable our clients to make their own investment decisions while benefiting from our assistance and expertise.

Our account managers work together with you to develop a portfolio that reflects your needs including your level of risk tolerance, time horizons, liquidity needs and return objectives. Depending on your needs we remain at your disposal to advise you on all these issues further while leaving the final investment decision in your hands.

The account managers form a team of market professionals gathering investment proposals and judgments from a wide range of sources underpinned by their longstanding experience in the field. In addition to their own research they work together with a number of international analyst firms and banks. This enables us to offer you advice and support for your investment strategy whenever you deem useful. Lux Nordic will also provide reviews of your account on a regular basis, all according to your preferences.

Our account managers in cooperation with competent administrative staff manage your advisory investment portfolios with the highest level of proficiency, discretion and care.

If you are interested in finding out more about Advisory Management, please contact us.

Discretionary Management

Our discretionary management suits investors who require expert management of their assets and want to entrust us with their investment decisions.

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