Our Services
Portfolio Management Agreements
An individual investment strategy, tailored to suit our clients’ specific requirements, based on a discretionary portfolio management agreement.
Client assets are deposited with first-class Swiss banks.
Our company pursues a targeted asset management strategy founded on precisely defined, client-specific risk analysis and earnings expectations. Individual assets within the portfolio are constantly monitored and optimized in response to changing market conditions, also taking into consideration taxation and inheritance-related factors.
Asset Consolidation and Strategic Consulting
The consolidation and comparison of client assets, which are deposited at a number of banks. Consolidated analysis and management of investment decisions. Consolidated liquidity and currency management. Analysis of external investment strategies. Support in the implementation of our clients’ global financial strategies.
Succession Arrangements, Inheritance Matters
We cooperate with our clients’ legal and tax advisers or, if so desired, with an expert team selected from our network of independent partners.
