Wealth Management
Assets review
Your assets review, consisting inter alia of your family and tax situations, wealth, income from your movable and immovable assets, your current and future commitments, your needs and performance expectations, will guide us as to your investor profile.
Global strategy
The global investment strategy is determined namely by world growth, evolution of interest rates, influence of exchange rates, geopolitics and market dynamics.
Specific expectations
Your specific expectations regarding the management of your wealth, coupled with our perception of the economic environment and our investment know-how, will help us to mitigate the risks of fluctuations and potentially optimise the return on your assets.
Our investment philosophy for wealth management
Understanding our clients and their risk tolerance is the basis of our relationship
Focused on helping our clients achieve 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
