Wealth Management
For wealth management; only one philosophy, three pillars
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
- Truly independent
Conviction
Conviction based approach
Our investment philosophy for wealth management:
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Understanding our clients and their risk tolerance is the basis of our relationship
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Focused on helping our clients achieving their objectives
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Pro-active research of investments fitting our clients’ risk tolerance and return objective
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Highly flexible and benchmark agnostic
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Large investment universe, covering five asset classes
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Permanent risk monitoring of our clients’ portfolios
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Communication and partnership approach
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Open architecture: truly independent
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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