Consultative wealth management as a personal service
Your personal private banker will help you to choose the investments that can best manage your wealth. However, you always make the investment decisions yourself. You will have access to our comprehensive and versatile reporting tool. At Taaleri’s customer events, you will hear about new investment opportunities and the latest developments in financial markets and the economy.
Taaleri Stockbroker Services is responsible for Taaleri customers’ trading in stocks, exchange-traded funds (ETFs), bonds, and offers investors the insight of Taaleri’s experienced portfolio managers and brokers on the best investments in these asset classes. For investors actively following the markets, our brokers communicate Taaleri’s recommendations and act as sparring partners in the choice of investments. Our professional team has decades of trading experience.
With this service, you can choose your level of risk and influence the content of your portfolio. You can independently manage your portfolio. You can also choose how much of your portfolio is allocated to, e.g., impact investments.