Unlike most asset management companies, Albula Advisors offers the client the opportunity to work in “advisory”. This means that investment decisions are discussed and shared with the customer who has the last word and therefore responsibility for the investment decision.
Alternatively, the Customer can grant Albula Advisors a discretionary asset management mandate, thus completely delegating the asset allocation to Albula Advisors.
The customer is free to choose his trusted bank.
The Customer gives us an administrative power of attorney on his banking relationship, which allows us to manage his assets and to carry out investment operations, such as the purchase and sale of securities. We have no power, based on this limited administrative power of attorney, to withdraw or transfer funds from your account. We also receive a copy of the bank correspondence which we scrupulously check and keep for you.