I needed a fund custody account for myself and my family in order to save in equity funds with as broad a spread as possible over the long term.
Christian did this job professionally to the extent that I got everything I expected: Advice that covered no more and no less than I wanted and needed to know, professionally prepared and prepared documents, process as digital as possible in the investment sector with money laundering checks and the like.
I'm delighted with the returns, even when there were difficult economic times.
Christian went the extra mile and convinced me completely: when one of the funds performed exceptionally badly, he got in touch and recommended that I switch it. That's what I did - lucky me!
That had an extremely positive effect on performance.
Tip:
I chose this catch against his advice and he turned out to be right 😀
I was a financial advisor myself for 15 years, but am now doing something else professionally and no longer have time for it and am very grateful for Christian's commitment and support.
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