Our services are highly personalized in the field of the investment management of your assets, the formulation of your investment policy and the allocation of your portfolio, the consolidation and reporting of your multi bank assets and the supervision and detailed reporting of your external asset management mandates.
Your assets are managed based on our mutually agreed asset management mandate and in compliance with the Federal Act on Financial Services (Financial Services Act, FinSA) effective since January 1, 2020. We formulate our investment policy on a quarterly base and review it continuously. Our three model portfolios denominated in Euro mirror our current investment policy.
We consolidate your financial assets being held at various banks domestically and abroad. With our own comprehensive reporting you retain easily overview and control of your global wealth. Together with external specialists we assist you with the planning of your succession and the establishment of your companies.
Here we cater not only to large private investors but also to legal entities such as foundations and trusts as well as institutional investors. Where several external asset managers are involved with the management of your wealth, we systematically monitor their compliance with the investment policies in place, measure and comment their results and analyze administration and transaction costs of the banks. You can count on us to retain full overview and remain in control over your wealth.
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