Lamer Capital Limited

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1. How long have you been working with your current private bank or advisor?* This field is required.
Less than 2 years
2–5 years
6–10years
More than 10years
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2. How would you describe the average annual return on your invested assets over the past 5 years (net of fees)?* This field is required.
Less than 3%
Between 3% and 6%
Between 6% and 10%
Above10%
I’mnot sure / Don’t track it closely
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3. In your view, have the investment strategies recommended by your bank consistently helped you meet your return expectations?* This field is required.
Closely aligned: advice was generally accurate
Somewhat aligned: mixed accuracy
Rarely aligned: advice often missed the mark
No alignment: I don’t recall any meaningful link between advice and outcomes
I wasn’t given clear or specific advice
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4. How accurate have your advisor’s or bank’s market outlooks been over the years (e.g. on macro themes, rate cycles, geopolitics)?* This field is required.
Mostly accurate and helpful
Somewhat accurate, but not reliable
Often contradictory or unclear
Rarely aligned with what eventually played out
I don’t recall receiving such outlooks
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5. To what extent do you feel your investments have been driven by you versus your private bank's advice?* This field is required.
Mostly driven by my own decisions
Balanced between my inputs and their advice
Largely driven by their advice
I’ve had little control or visibility
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6. What has been your biggest frustration (if any) with your private bank’s investment advisory approach? (Choose one)* This field is required.
Promises that don’t translate to returns
Advice that changes too frequently
Lack of transparency on risks and costs
Feeling product-pushed rather than advised
Nothing, I’m largely satisfied
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7. How much confidence do you currently place in your private bank’s ability to help you grow your wealth meaningfully?* This field is required.
High confidence
Some confidence
Neutral
Low confidence
I have stopped relying on them for investments
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8. What do you expect most from an investment advisor today? (Pick one)* This field is required.
Consistent and transparent performance
Unbiased, research-backed views
Access to differentiated investment opportunities
Simplicity and clarity in communication
Tailored portfolio aligned with my goals
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9. How frequently do you receive investment reviews or performance updates from your private bank?* This field is required.
Monthly
Quarterly
Half-yearly
Yearly
Rarely / Only on request
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10. How involved are you in the investment decisions made within your portfolio?* This field is required.
I review and decide every recommendation
I discuss with my banker and decide together
I mostly rely on my banker’s decisions
I don’t actively review my portfolio decisions, but I am watchful on the returns
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11. If you had to rate your satisfaction with your private banking investment experience overall, what would it be?* This field is required.
Excellent
Good
Average
Poor
Very Poor
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12. When you think about your personal investment goals, what matters most to you?* This field is required.(Choose the option that best reflects your primary objective)
Generating consistent and predictable cash flows
Growing my wealth through long-term capital appreciation
A balance of income and growth over time
Preserving capital with minimal downside
I haven’t thought about it clearly / It varies over time
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13. In today’s very volatile and fast-changing market environment, how do you typically respond as an investor? * This field is required.(Choose the option that best reflects your primary objective)
I stay invested and avoid making frequent changes
I review my portfolio and make tactical adjustments
I rely heavily on my private bank for advice and direction
I prefer to shift to cash or safer assets until clarity returns
I feel unsure and often delay making decisions
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14. Which of the following best reflects your preference toward the use of leverage in your investment portfolio?* This field is required.(Choose the option that best reflects your primary objective)
I prefer no leverage, I’m comfortable with modest returns as long as my capital is preserved
I’m open to low leverage (1–1.5x) if it helps generate steady monthly cash flows (1–2%)
I’m comfortable with high leverage (8–10x) to pursue significantly higher returns
It depends on market conditions and the structure of the opportunity
I don’t fully understand the implications of leverage and prefer to avoid it
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15. If you had the opportunity to reset your investment approach with a new advisor or platform, would you:* This field is required.
Continue with my current bank but demand clearer performance accountability
Move to an advisor who offers a more transparent, aligned model
Build a hybrid model (keep bank + explore alternatives like independent advisors)
Do nothing, I’m comfortable as is
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16. Would you be open to exploring a second opinion on your investment approach (anonymously and without obligation)?* This field is required.
YESNO
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