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Whether you take care of your investments or assign us with the management
of your assets, together we will find the optimal solution. Contact us for a
personal discussion.
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| Investment Advisory |
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You have the know-how needed to manage your own assets. However, you appreciate
the additional support provided by an advisor who is able to distinguish between
what is and what is not important in the mass of stock market information available.
With years of experience in the global trading of securities and the portfolio
management, we are a qualified and reliable partner. Our financial specialists
are delighted to advise you and provide you with investment recommendations.
After prior consultation with your personal advisor, individual transactions
are agreed upon; however the final investment decision is yours alone.
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| Personalized Asset Management |
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The personal support and the investment and financial advise is our commitment,
which requires mutual trust and a high quality of services. You can assign us
with the management of your assets by means of an asset management mandate,
whereby your personal investment goals and investment requirements form the
foundation of the investment strategy.
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In collaboration with our parent company resp. its affiliates we can offer you
tailor-made asset management with linked insurance services and risk coverage.
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| Investment Advisory Services |
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The Investment Advisory Team allows you the direct access to our trading department
for order execution, active advice and trading recommendations, as well as access
to research including market updates.
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| Extended Financial Services |
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In addition to the asset management products and services available under the
various types of mandates, our clients also benefit from additional financial
services such as
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- Tax efficient structuring
- Succession planning
- Trust services
- Incorporation of legal entities, establishment of foundations and trusts
- Retirement and tax planning
- Financial planning
- Consolidation of various client portfolios
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