We always adjust our actions according to your wishes and according to how active a role you yourself want to take in the management - we offer both discretionary and consultative management.

We manage funds and other investment products using accepted and well-proven approaches, methods and models. And common sense.

Discretionary management

Our Private Banking is based on discretionary management. By giving us a discretionary mandate, we take care of the administration for you. Our actions are guided by the expectations, restrictions and goals that are based on the needs analysis and that we have established together in the agreement on discretionary management. We keep in regular contact with you and we carry out ongoing evaluations and reconciliations to ensure that your wishes are met. Agreements on discretionary management are entered into through a separate agreement for a separate fee.

Consultative management

If you want a more active role in the management of your assets, you can give us a consultative management assignment. Then you make the investment decisions yourself, but you are still supported by your Private Banker who gives you investment advice within the framework of your goals and limitations. Agreements on consultative management are entered into through a separate agreement for a separate fee.

Securities trading

As an active investor in the stock market, you have access to your own Private Banker who acts as an initiated and well-orientated interlocutor.

Responsible investments

We strive for a basic knowledge of the operations of the companies in which we invest and, above all, the sustainability of the company's operations is carefully reviewed. Our management orientation is active and all management is conducted in a responsible manner. The investment process for responsible investments applies to all funds managed within the Kylla bank, as well as within our asset management. Read more about responsible investments in the Kylla bank.