Performance creates trust
Our mission is to protect and build the assets that our clients have been entrusting to us all these years. Being specialised in active asset management and in tailor-made investment solutions, we provide responsible investment consulting with prospects. Through this practice, we have committed ourselves to observing the quality of the Swiss in this service, as well as their standards of performance.
Our consulting procedure
1st : Understanding your needs: Analysis of your financial situation, understanding of your goals and wishes, and joint development of future scenarios.
2nd : Planning based on your goals: We evaluate and choose your investment philosophy, including specific proposals for the personal management of your assets and the structuring of your portfolio.
3rd : Promoting your goals: We refer your profile to the asset manager most suited to you and we provide you with continuous information on your performance, as well as the risk (if any) that you have undertaken.
4th : Joint revision of your goals: In cooperation with you, we review the status of your assets and investments, as well as harmonisation with your goals, at regular intervals and are always ready to make any corrections or changes.
Do you have further questions on the asset management services we provide?
Having understood that we create each investment model in cooperation with our clients and do not package it in so-called «investment products», do not hesitate to contact us for any question or information.