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Get support from
experts in investing
Our bankers and investment advisors have the financial knowledge and experience required to help you define the best strategy and portfolio recommendation. Keeping in mind your personal circumstances and complete financial picture, we set a plan where you decide on scope and frequency of the advice, portfolio monitoring and investment ideas you receive through our different solutions:
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Custody account: invest in shares, funds, or bonds, but moreover place your assets with the reassurance that provides Preisler’s strength of balance.
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Discretionary managed portfolios: entrusting us the management of your wealth and building personalized portfolios based on your preferences and needs.
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Advisory services: we count on a strong process that enables us to provide you tailored investment support, proactive ideas, market information and recommendations throughout our advisors.
