Services
Each service defines a clear level of delegation, decision-making and responsibility—documented before implementation.
You define the destination. We manage the journey.
A professionally managed portfolio built around your objectives, risk capacity and agreed investment strategy. We take day-to-day decisions, monitor risk and keep you informed.
Capberg manages portfolio decisions within the agreed mandate.
For clients who prefer to delegate day-to-day investment decisions.
You remain in control, with a trusted view beside you.
Personal recommendations, market perspective and portfolio oversight for investors who want to make the final decision themselves.
Capberg advises; the client approves each investment decision.
For engaged investors who value a professional second perspective.
Your idea. Efficiently executed.
Order execution for experienced investors who know what they want and retain full responsibility for their investment decisions.
Capberg executes client instructions without providing investment advice.
For experienced investors who make their own investment decisions.