Individual Investment Strategies
Having a personal relationship with you is important for us. We would like to get to know you and like you to get to know us. Then we will be able to form a trusting and successful collaboration. Once we know your objectives, whether it be sustained asset growth or a return on investment, we will design an individual Investment strategy to meet your needs. As we are independent, with no proprietary products to sell, there is no conflict of interest, allowing us to objectively evaluate the best strategy for you. We can access the entire range of financial products and services available both domestically and abroad to find the best solutions. A senior partner will act as your personal investment expert, so relationships are built up at the highest level which ensures continuity.
If circumstances require other professional advice, like tax optimisation and estate planning, we work together with experts in these special fields. We are therefore able to evaluate and seek advice on any complex concerns that you might have.
As a member of the Swiss Association of Asset Managers (SAAM), we fulfil the highest supervisory requirements and professional ethics. We are annually audited as requested by the SAAM.