Advisory accounts are accounts on which Alpenrose can place orders that were instructed by the clients. Clients with advisory accounts make the final investment decisions themselves. Alpenrose has a limited power of attorney on the account, with the authority to place orders in the system but not wire cash or securities out of the account.
Alpenrose’s role on advisory accounts is:
- to give our clients investment advice on a regular basis
- to support our clients in the pre-selection of possible investments
- to share views with our clients on current market developments
Clients who have advisory accounts with Alpenrose are typically finance professionals with significant market experience who are interested in benefiting from Alpenrose’s extensive knowledge of the market and network but wish to keep full control on the investment decision.