Mandate design
Define goals, liquidity needs, risk parameters, and review cadence before money is managed.
Wealth Management
Advisory Services
Advice aligned to the way your wealth is actually managed.
Discretionary and non discretionary advice from senior OBS advisors.
Overview
About Advisory Services
OBS Advisory Services pair clients with experienced advisors for planning, investment policy, and ongoing strategy reviews.
Relationships can be discretionary or non discretionary depending on mandate, region, and client preference.
Feature highlights
Built for the details
Strategy reviews
Review performance, allocation, tax considerations, and planning changes on a regular schedule.
Connected banking
Advice sits alongside OBS banking, lending, and cash management for a complete relationship view.
Fees
Fee schedule
- Advisory fee
- 0.30% to 0.85%
Illustrative example
Values shown are illustrative examples for this preview and do not constitute an offer, approval, or contractual quotation. Actual rates and fees depend on your profile, region, and eligibility.
How it works
Getting started
- 1
Meet your advisor
Discuss objectives, risk, time horizon, taxes, and liquidity needs.
- 2
Approve a strategy
Review the proposed plan or investment policy before implementation.
- 3
Review regularly
Update the strategy as markets, laws, and your goals change.
Eligibility
- Suitable for clients seeking ongoing advice
- Investment objectives and risk profile documented before service begins
Requirements
- Completed investor profile
- Risk tolerance review
- Advisory agreement where applicable
Try the numbers
Estimate before you apply
Use the calculator below to model an estimate. Results are for guidance only and do not constitute an offer.
FAQs
Frequently asked
Still have a question? Message an OBS specialist from Secure Messaging any time.
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Also consider
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Explore Portfolio ManagementFinancial Planning
A written plan connecting income, savings, tax, and investing decisions.
Explore Financial PlanningPrivate Banking
A dedicated relationship for complex banking, credit, and cash needs.
Explore Private BankingEducational resources
Learn more before you decide
- Investing
Learn the vocabulary and long term principles of investing.
- Retirement
Plan for income and expenses across the years after paid work.
Security
How OBS protects this experience
- Privacy Controls
Control how OBS uses and shares your account information.
- Identity Protection
Reduce the risk of identity theft with these steps.
Ready to begin
Speak with an Advisor
Open your OBS profile and add Advisory Services in minutes.