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10 questions the other financial institutions and the majority of banks don’t want you to ask

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1. Would you sell me products from your competitors?
Yes. In fact, it’s how we do business. If our competitors have products that are right for you, we can partner with them. It’s a unique role in the market we call being a facilitator. Why be limited to the offering of a single provider? Our approach frees us to handpick and make available to you, the best products from around the world.

2. Can you give me access to some of the most reputable investment advice in the business?
Yes. Through our relationship with Goldman Sachs, you benefit from the portfolio management and investment services that Goldman Sachs Private Wealth Management offers to their high-net worth clients. Our partnerships not only unlock the doors to the leading names in the industry, but also significantly lower the entry barriers for you to profit from the most respected in the business.

3. Would you tell me if the stock fund you promote wasn’t best performing?
Since we don’t choose sides, it means we can work with anybody in the industry. And because we owe no allegiance to any provider, there is no reason for you not to be informed of the opportunities out there.

4. Are you only selling me your own products?
No. We recognize that sometimes the best products out there don’t have our name on it. But just because we don’t make them, doesn’t mean you shouldn’t have them. In fact, we’re just as happy to sell you our competitor’s products, as we are our own.

5. Can you account for every Euro I spend with you?
Yes, transparency is a key value for us. Therefore, we have no hidden fees or service charges we cannot account for. Everything we do is kept out in the open, which means you’ll always feel secure in knowing the value of every Euro you spend with us.

6. Why should I trust that what you offer is best?
Rather than rely on what we ourselves can offer, we actively seek attractive partners and providers to collaborate with. Doing so gives us access to a wide variety of products from all over the world. And gives us an edge to better match the right products to the right person.

7. What makes what you do different or even better than the rest?
We give you unparalleled access to top class wealth management, a business model that cultivates independent guidance and a banking relationship that refuses to be anything less than 100% transparent. It may not be what the others are doing, but then again, we’ve never aspired to be a typical bank.

8. Can I see how my investments are doing 24 hours a day?
Yes. We designed our special private wealth edition of our award winning trade platform to be your portfolio’s control center, online and always available. Track your investments in as much or as little detail as you like, even execute your own trades. Our fusion of technology and finance makes certain you are always informed and in the driver’s seat.

9. Can you tell me exactly how you make your money?
Yes, trust should never be blind. Especially when it comes to your money. And just because you’re wealthy doesn’t mean you should be left with unexplained fees and service charges. We think it’s much better to be clear and up front about everything you’ll ever spend with us.

10. Why should I believe you are an advisor rather than a salesman?
Truth is, we are both advisors and salesmen. We have no reason to sell one product or brand name over another – even our own. Our neutrality when it comes to dealing with providers affords us the independence to heed one voice and one voice only – yours.



#22, Ilia Chavchavadze Ave., Tbilisi 0179, Georgia.
e-mail: fingeorgia(a)gmail.com please, insert instead of (a), att - @

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