We manage your wealth in accordance with your instructions and on the basis of key factors that we identify together. Among those factors are your personal set of values, risk profile, investment horizon and existing financial circumstances.
Long-term preservation and appreciation of your wealth
Our goal is to ensure that your wealth is protected and appreciates over the long run. The conditions we have created are optimal for that task because we depend in no way on the sale of own products, are unbiased in our assessment of third-party products, and have no conflicts of interest (e.g. affiliations, retrocessions, kickbacks, etc.) that could sway our decisions.
Investing independently in the best products available
Independence is an important prerequisite for managing wealth successfully.
Certain banks and asset managers are leaders in the area of bond investment. Others have their strength in Swiss equities 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 choose for you only the best and most cost-effective investment building blocks from the top-performing banks and asset managers.
Because we place no own products as part of a wealth management mandate, we can focus entirely on your best interests.
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 waive retrocessions and pass them on fully to our clients. We are 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. From that, we derive your personalized investment strategy, which we then implement and constantly monitor on your behalf.
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: