andbanc / Private Bankers

Investment philosophy

Since 1930, protecting and growing capital has been the core principle of asset management for Andbank. Solid and long-lasting results are obtained through a meticulous management process.

The key to success lies in a method perfected over more than 80 years of experience that enables exhaustive risk control using the most advanced tools. This method consists of 5 clearly differentiated phases:

With a clear customer focus, Andbank offers three types of investment solutions: Discretionary, Advisory and Custody Management.

  1. 01

    Meticulous analysis of the client’s profile and needs

  2. 02

    Definition of management targets

  3. 03

    Formulating investment strategy

  4. 04

    Execution and implementation

  5. 05

    Tracking and checking results