Investment Advisory Services

Investment Advisory service

We are happy to offer our new Investment Advisory service, based on our multi-year experience and expertise in asset management. With EWUB Investment Advisory, you will receive the list of personalized investment recommendations on a regular basis. This list will be tailored for you based on your risk profile and investment objectives. We will help you make your own investment decisions within the investment universe of equities and bonds. The proposed investments selection will be based on our thematic investment approach and will target the medium to long-term investment horizons.

Theme Investment

Our view on investments differs from classic schemes such as value vs. growth or small cap vs. large cap companies. Neither do we focus on geographic areas or industry sectors. Rather, our investment preferences are driven by global trends - we employ a thematic approach in our investments selection. We are convinced that thematic investment is the best way to turn broad analysis into specific positions and to overcome the short-term uncertainty that investors are facing.

Why to invest with us?

  • Being a niche focused player, we do not offer ‘one size fits all’ types of investment solutions
  • We have a clear investment selection process
  • We are an active asset manager ourselves and happy to guide you towards your optimal portfolio
  • We invest with conviction and without reference to any market indexes

Learn more about our Investment Themes.

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