We would be pleased to advise you in the management of your wealth.
We stand ready to keep you updated on developments in the financial markets and informed about interesting investment possibilities.
With this service, you are yourself responsible for monitoring your investment strategy and making any necessary changes.
Deciding on your own
You make your own investment decisions and we provide you with comprehensive support. Your client advisor is always at your side as a sparring-partner and offers you investment recommendations.
Independence is a key prerequisite for successfully managing your wealth.
Certain banks and asset managers are leaders in the area of bond investment. Others have their strength in Swiss shares or the emerging markets. But none of them ranks among the best in all investment categories by having achieved across-the-board superior performance over several years in a row.
For that reason, we act independently and are thus in a position to recommend to you only the best and most cost-effective investment building blocks from the top-performing banks and asset managers.
Complete cost transparency
The costs associated with long-term capital appreciation are just as import as the performance of the individual investments.
A number of studies have shown that 30% to 70% of the costs associated with a given financial product are hidden within the product itself and not visible for clients.
We either waive retrocessions or pass them on fully to our clients. We’re remunerated exclusively by our clients and receive no other financial incentives.
Investing sustainably means deploying and increasing your wealth in a way that has a positive influence on society and the environment. Those who deal with global megatrends and sustainability avoid risks and can participate in the highly promising themes of the future.
Independent studies verify that, over the past decade, sustainable investments have performed as well or better than traditional strategies.
An in-depth, personal discussion represents the entryway to each financial advisory relationship.
As a part of that discussion, we systematically and jointly determine your personal investment needs and objectives.
In concrete terms this means that, taking into account your personal circumstances in life through an assessment of your wealth situation, sources of income, future needs for capital, as well as your own preferences, we arrive at an investment profile that precisely mirrors your goals.
Together, we discuss and develop your performance expectations, ideal investment horizon and tailor-made risk profile. On the basis of this analysis, we can advise you optimally as you invest your wealth.
Take some time in the best interest of your wealth and get together with us for a personal discussion.
Feel free to contact your personal client advisor: