Investment Profile

An investment profile is made up of key data relating to investments or financial assets.

The investor’s risk tolerance, risk capacity, time frames for investments, revenues, liquidity requirements, tax questions, goals and expectations should all be included when creating an investment profile.

Unlike a customer profile, an investment profile specifically defines the immediate parameters of wealth management.

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FlowBank

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Saxo Bank Switzerland

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Expert Benjamin Manz
Benjamin Manz is CEO of moneyland.ch and an independent expert on banking and finance.

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