Personal situation (job, kids, family, place of residence)
Financial situation (to be created assets, total assets including real estate, tax issues)
Incomes (salary and other income)
Risk tolerance and investment horizon (objective risk conditions)
Ability to deal with uncertainty (subjective feelings in dealing with risk)
Quantitative targets of the investment (expected return)
Life goals (Where do you see yourself in 5, 10 and 25 years?)
Desired type of cooperation (advisory or management mandate, and means of communication)
Other requirements (eg high payouts to be made from the assets, preferred currency)
source of wealth
Financial situation (to be created assets, total assets including real estate, tax issues)
Incomes (salary and other income)
Risk tolerance and investment horizon (objective risk conditions)
Ability to deal with uncertainty (subjective feelings in dealing with risk)
Quantitative targets of the investment (expected return)
Life goals (Where do you see yourself in 5, 10 and 25 years?)
Desired type of cooperation (advisory or management mandate, and means of communication)
Other requirements (eg high payouts to be made from the assets, preferred currency)
source of wealth
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