YOUR PORTFOLIO.
MANAGED BY OUR EXPERTS.
From our Swiss private banking heritage, we know that a cookie-cutter approach does not work.
As a client-centric firm, we do not believe in standardized off-the-shelf products. On the contrary, we take pride in managing each account individually.
Because the portfolio that is right for you is the one that fits your specific situation.
Our portfolios are based on 5 investment profiles,
adjusted to fit your specific needs.
Objective: Capital preservation
Risk level: Very low
Financial instruments used: Money Market, Bonds
Objective: Income generation and capital growth
Risk level: Moderate
Financial instruments used: Money Market, Bonds, Equities or similar, Alternative investments, Commodities
Objective: Capital growth
Risk level: Medium
Financial instruments used: Money Market, Bonds, Equities or similar, Alternative investments, Commodities