A dedicated financial expert will be assigned to you. He or she will be your primary point of contact for advice, financial information or executing transactions.
Your dedicated expert will consider your investment profile and align their strategic advice with your specific needs, goals, time horizon, and risk and reward expectations. Even though you manage your own investment portfolio, you can still benefit from their extensive industry knowledge and views.
Meanwhile, your usual advisor will remain at your disposal as part of your overall relationship management.