Services
Our professional advisory, our high-quality standard and our conscientious working methods ensure the full satisfaction of our clients. As a bank-independent and autonomous asset management company, we offer:
- Financial Planning
- Professional, global asset management adapted and oriented to the long-term financial objectives and financial strategy, as well as to the personal priorities of our clients.
- Risk Management
- With in-depth analysis and careful risk management, we achieve a balance between risk and return.
- Asset Allocation
- With a balanced mix of asset classes, such as stocks, bonds, investment funds, structured products, real estate and cash, we achieve the best possible diversification and risk allocation.
- Portfolio Management
- Selecting and monitoring specific investments within asset classes is one of our main tasks. This also includes regularly reviewing and adjusting the portfolio according to the market conditions and investment objectives of our clients.
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- Liquidity Management
- We ensure that sufficient liquidity is available to meet short-term needs without jeopardising long-term investment objectives.
- Compliance And Legal Issues
- We ensure that all activities comply with the applicable laws and regulations.
Individual needs, services and objectives vary from case to case. It is important to us to provide objective and independent advice for the best benefit of our clients.
We shape your financial future with you!
Give us a call to make an appointment: Phone +41 56 223 25 25