Personalised Management

We offer investment advice that is individually tailored to you.

Understanding your needs

We would like to know about your situation in order to make you a personalised offer and develop individually tailored solutions. Our comprehensive range of services therefore also includes expert support during your financial planning. After all, there are new issues that arise in every stage of life and we will be by your side to advise you and give you the answers you need to get you on your way.

Suggesting an appropriate solution

While most banks try to sell ‘in-house’ products as a matter of course, including proprietary funds; we prefer to offer each client products that are tailored to them and which meet various criteria:

Duration of the investment (from 3 to 10 years)

Sum to be invested

Risk tolerance (low risk tolerance to high risk tolerance)

Risk capacity (does the chosen risk level match my financial circumstances?)

Investment goal (to supplement income, as a pension, profitable investment of capital)

Reference currency (Euro, US Dollar, Swiss Franc)

Investments in various currencies (CHF, EUR, USD, NOK, DKK, SEK and GBP)

Any special investment opportunities identified

Personalised Management

Understanding your needs

Suggesting an appropriate solution

Full service

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