Investment Advisory

Investment Advisory Services

With LeadNorth Investment Advisory, our investment adviser will thoroughly evaluate your financial needs, personal circumstance, and ambitions in order to provide the holistic investment solutions. Our financial advisory services are built on long-term partnerships and founded on trust. This includes reliability and continuity, as well as a clear price structure.

LeadNorth provides you with an experienced relationship manager who has access to the expertise of all LeadNorth business units. We regularly and professionally monitor your investment strategy and provide you with investment proposals whenever conditions on the market change. This allows you to make informed decisions when managing your investments.

Our Investment Advisory Advantages

We monitor your investments and adopt a flexible, personalised wealth management approach as part of our investment advising services to guarantee that your portfolio structure continues to fulfil your investment goals. We continually monitor global financial markets for investment opportunities and to analyse the medium- and long-term prospects of the asset classes in which you have invested. We track the movement of currencies, money market instruments, and structured products in your portfolio and provide you with reinvestment recommendations.

Your Investment Advisory advantages at a glance:

Flexibility
Range of customized services

Local and global product specialists
Investment themes and macro trends

Broad range of investment ideas
Research-based selection of securities

Our investment advisory process takes into consideration the many complex and sophisticated financial that impact every client. With access to a comprehensive range of financial tools and resources, we analyze your current situation, and then our team of experts designs a plan specifically for you, aimed at helping you archive your individual goals.

We believe that successful investment planning requires discipline and perseverance. We strike to make the best effort to understand your situation and to provide specific recommendations. We will also make continuous adjustments to your investment scheme and portfolio to take into account changes in the conditions.

1. Preliminary

We immerse ourselves in the preliminary evaluation, working along with the clients to better understand their preference and challenges.

2. Research

We utilise our intellectual capital and industry expertise to conduct rigorous research and identify strengths and operational synergies that can have transformative results for the clients.

Disclaimer
This website is strictly intended for informational purposes only, and does not constitute an offer to sell or a solicitation of an offer to buy any security or investment or advisory service, or a recommendation of any such security or service, that may be referenced on or through this site. No representation is given that the securities, products, or services discussed on, or accessible through, this site are suitable for any particular investor. You acknowledge that the provision of any information through this website shall not constitute or be considered investment advice. This website should not be considered as communicating any invitation or inducement to engage in investment activity in any jurisdiction and shall not be transmitted, disclosed, copied or relied upon by any person for whatever purpose, and is also not intended for distribution to, or use by, any person in any country where such distribution or use would be contrary to its laws or regulations.

All content and opinions expressed are subject to change without notice. Any forecasts, figures, opinions or investment techniques and strategies set out are for informational purposes only, based on certain assumptions and current market conditions and are subject to change without prior notice. Although every reasonable care has been taken to ensure the accuracy, completeness and objectivity of the information contained in this material, no representation or warranty, whether express or implied, as to its accuracy, completeness and objectivity and accept no responsibility or liability relating to any losses or damages howsoever suffered by any person arising from any reliance on the views expressed or information in this material.

Reliance upon information in this material is at the sole discretion of the reader. Investing involves risks. Asset allocation and diversification does not guarantee investment returns and does not eliminate the risk of loss. Both past performance and yields are not reliable indicators of current and future results. Please consult your own professional advisors about the suitability of any investment product/securities/ instruments for your investment objectives, financial situation and particular needs.

Investment Advisory