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Advisory

  • Generating valuable trade recommendations and producing bespoke bond lists based on client needs
  • Offering impartial advice on clients' bond portfolios
  • Providing independent, honest analysis of third-party bond research and recommendations
  • Conducting ongoing monitoring with portfolios with timely updates and alerts, reviews with bond swap proposals and efficient expiry management

Return on your investment is not guaranteed and there are significant risks. It is recommended that you take independent financial advice from a firm appropriately authorised by the FCA.

“As a family-run business,
we bring a personal touch
to the table with concrete
and swift solutions to our
clients' needs”.

Viktor Böhler Jnr., Partner – Bohler & Associates

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