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Disclaimer

Any advice on this website does not take into account your personal circumstances. Before acting on any advice, you should consider whether it is appropriate for you. Where a product on this website is not issued by Private Scandinavian Sparkasse and its affiliates, the product issuer will be identified in the relevant Product Disclosure Statement, if any.

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Private Scandinavian Sparkasse does not warrant or represent that the information in this site is free from errors or omissions or is suitable for your intended use. Private Scandinavian Sparkasse recommends that you seek independent advice before acting on any information in this site. Subject to any terms implied by law and which cannot be excluded, Private Scandinavian Sparkasse accepts no responsibility for any loss, damage, cost or expense (whether direct or indirect) incurred by you as a result of any error, omission or misrepresentation in any information in this site. All applications for credit are subject to Private Scandinavian Sparkasse's usual credit assessment criteria.

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Retirement and Protection

Putting a plan in place to achieve your
financial goals requires both objective and
expert advice.

Trusts and Tax

In today's global economy, effective tax
advice and planning can give your business a
competitive advantage.

Investment

Depending on the chosen asset allocation
strategy, clients will gain access to a wide
range of investment products.

Wealth Management Advisory

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Overview

Discretionary Portfolio
Management

Active Advisory

Independent Financial
Advisers

Family Office

Business Succession &
Corporate Wealth
Management

Art Advisory

We Report to You and You Make the Decisions

Finding time to manage investments effectively in today's fast-moving markets can be difficult. The worldwide network of investment experts at PSS and its affiliates and partners covers every major international market. We provide regular performance reporting, giving you freedom to concentrate on other things that matter to you.

In Line with Your Investment Strategy

Working from the personal investment strategy devised for you, which takes into account your risk preferences and overall goals, our Portfolio Management team will seek to select suitable investments for you. Your financial goals – such as aggressive growth, moderate growth, income, or security – will be reflected in the selection of asset classes such as bonds and equities or alternative investments and foreign exchange – with each one given the appropriate deliberation.

Active Management

Through ongoing active investment management, portfolios are regularly monitored to see that they continue to perform as intended. Our aim is to maintain a carefully constructed portfolio positioned to deliver in accordance with your agreed investment strategy. Clients who wish to play a more active role in investment decision-making may find our Active Advisory more closely suited to their needs.

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