Private Clients Services

Your private service team listens to your needs and develops sophisticated savings and investment strategies to fit your unique goals.

Moreover, your dedicated team monitors your portfolio and reports to you on a regular basis. With PSS Private Client Service, you are in control.

The investment minimum is
kr 1,000,000
The annual service fee starts at
0.40%
The service fee rate decreases at higher asset levels.

Not one person service, but one stop service

You have a dedicated private client service specialist handling all of your account related services and managing your overall relationship at PSS.

Your private client service specialist consist of research analysts specialized in areas like stocks, forex, bonds, ETFs, and estate planning.

Not an investment, but the management of your wealth

Your team understands your current goal and future goals as it may evolve in time and under different market conditions.

Private Client Service is ongoing support for your financials to maintain better lifestyle you deserve.

Not another diversified portfolio, but tailor-made investment solution by professionals.

Professional asset allocation tailored for your personal situation

With global financial market becoming closer and easier to access, a new, sophisticated approach to portfolio construction is prepared for you using an international network at PSS trading and settlement services.

Your team is here for you. You tell us what your financial goals are and how much risk you are willing to take. Your team will list options, and you make the call if you like what you hear. Once you make a decision, you will get detailed reports and scheduled meetings at your office with you team.

Asset allocation option for Return Moderate Strategy

This option is usually for clients expecting growth and income with moderate risk tolerance.

Private Client Service is ongoing support for your financials to maintain better lifestyle you deserve.

See expanded asset classes
Domestic Large Cap Stocks
7%
Domestic Small Cap Stocks
4%
Int’l Large Stocks
4%
Int’l Small Stocks
3%
Int’l Emg Mkt Stocks
2%
GDAX
6%
S&P 500
6%
Nasdaq
4%
FTSE
5%
US dollar
5%
Euro
6%
Swiss Franc
3%
British Pound
2%
Japanese Yen
3%
Chinese Yuan
2%
Government Bonds
13%
Corporate Bonds
7%
Emerging Market Government Bonds
2%
Oil
4%
Gold
7%
Cash Investment
5%

Asset allocation option for Income Moderate Strategy

This option is usually for clients expecting steady income with a low downside risk.
See expanded asset classes
Domestic Large Cap Stocks
10%
Domestic Small Cap Stocks
3%
Int’l Large Stocks
7%
Int’l Small Stocks
2%
Int’l Emg Mkt Stocks
1%
Swiss Franc
6%
British Pound
1%
Japanese Yen
2%
Chinese Yuan
1%
Government Bonds
17%
Corporate Bonds
5%
GDAX
7%
S&P 500
7%
Nasdaq
4%
FTSE
5%
US dollar
6%
Euro
7%
Emerging Market Government Bonds
1%
Oil
1%
Gold
2%
Cash Investment
5%

For illustrative purposes only. Subject to change.

Request a call from our
dedicated team today.

Let’s build a relationship.

get in touch

Be sure to make appointment before you visit our branch for investment services as not all branches have a financial service specialist.