Your decisions, your investments
For clients who prefer to manage their portfolio themselves, Mercato offers customised support, By opting for an advisory mandate, clients become their own manager. In certain cases and under certain conditions, access to the experts on the Mercato Trading Desk may be proposed in order to obtain precise information on the economic situation and environment.
Advisory services tailored to your requirements
Relationships are the cornerstone of our lives. Daily, we turn to experts we trust to obtain guidance and answers. Why should you refrain from this approach when it comes to the crucial topic of investment decisions?
Our experienced specialists constantly analyse and monitor the markets to offer you structured advice encompassing the fields of investment strategy, investment ideas as well as portfolio monitoring and reporting. Clients can profit from their expertise via our distinct service offering.
- Our offering is ideal for experienced investors who require a low level of interaction with a relationship manager but will occasionally request advice on single financial instruments.
- Mercato clients can monitor their personalised portfolios in a fast manner via login on our website so that they can instantly discuss implications with their relationship manager and/or investment advisor.
- Client decisions will be implemented by their relationship manager.