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Advisory Investment Service
The service is designed for clients who would like to retain control over investment decisions while availing themselves of investment advice based on in-depth, quality research
Advisory Investment Service

Being actively involved in investment decisions does not necessarily mean that you need the necessary knowledge in the field of investments; this will be provided to you by your appointed Relationship Manager.

Independent Advisory Service supported by quality research

Advice on the instruments that make up your portfolio is based on quality research backed by the skills, knowledge and experience of our dedicated research team. Our independent investment advice is based on an ‘open architecture’ approach, thereby enabling us to recommend to you any investment vehicle that is most suited to your financial profile, including products offered by world-renowned financial institutions as well as direct equities, bonds and exchange traded funds and insurance products.

Rebalancing your portfolio through regular reviews

On your part, your main task will be that of acting in a timely manner on the investment advice of your Relationship Manager in order to enhance returns across your portfolio. We will regularly monitor your investments and provide you with:

  • Individual attention
  • Advice on markets and individual investments
  • Alerts on any investment opportunities and risks
  • Efficient execution of deals
  • Regular valuations and reports
  • Access to market research

 

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Bank of Valletta p.l.c. is a public limited company regulated by the MFSA and is licensed to carry out the business of banking and investment services in terms of the Banking Act (Cap. 371 of the Laws of Malta) and the Investment Services Act (Cap.370. of the Laws of Malta).