Wealth Management
Tailored Solutions
Offering our clients unique investment capabilities through our discretionary and advisory mandates centred around their individual goals
Expertise
Efficient and proactive in a changing environment and truly independent
Conviction
Conviction based approach
Our Wealth Management philosophy
- Understanding our clients and their risk tolerance is the basis of our relationship
- Focused on helping our clients achieving their objectives
- Proactive research of investments fitting our clients’ risk tolerance and return objective
- Highly flexible and benchmark agnostic
- Large investment universe, covering five asset classes
- Permanent risk monitoring of our clients portfolios
- Communication and partnership approach
- Open architecture: truly independent
- Focused on our strengths, in partnership with world-class experts
Managed portfolios
- You define the Goals and the Asset Allocation, we manage it
- Strategies available in CHF, EUR and USD (Other currencies only bespoke)
- All managed portfolios may be tailored to your individual needs
- Equity portfolio, only bespoke
Advisory portfolios
- We advise, you decide
- Full decision power is in your hands at all time
Close access to industry experts
