INVESTMENT ADVISORY –
WEALTH Management
At Turicum Advisory we are passionate about composing and applying unified solutions for challenging financial needs and investments of our clients and their families.
We adopt our expertise in Investment Advisory and Wealth Management combined with a comprehensive knowledge of our clients’ economic and personal background.
We aim to combine traditional values with dynamics of a fast changing economic, technical, and social environment. Independence, transparency and solidity are core attributes of all our actions and resolutions.
Services
Investment Advisory
WEALTH MANAGEMENT & FAMILY OFFICE
PROCEDURE
ANALYSE
Comprehensive analysis of client’s current financial status and expectations.
Identification of appropriate investor profile.
ANALYSE
Analysing client’s financial situation and future needs and expectations. Collecting and evaluating all relevant information on any aspect of current financial status and wealth structure and properly identifying client’s investor profile.
ADVISE
Individual advice on suitable investment-strategy and structure of a portfolio.
ADVISE
Advising on appropriate investment-strategies based on evaluation of information given and investor profile identified. Proposal of individualized investment portfolios and asset allocation.
PERFORM
Efficient implementation of selected investment strategy.
PERFORM
Performing on client’s investments according to investment profile and asset allocation. Efficiently implementing investment strategies and continuously managing portfolios.
SUPERVISE
Continuous controlling of portfolios and timely adaption to changes.
SUPERVISE
Supervising and controlling of portfolios. Adapting to significant changes in client’s personal or financial situation and exceptional market developments or geopolitical and socio-economic impacts.
