premium
Advisory Service
You are an active investor with a focus on opportunities and risks, both at a strategic and tactical level. Your personal Relationship Manager offers you individualised, and proactive investment advice as well as a systematic portfolio monitoring.
INDIVIDUAL ADVICE
Personal Relationship Manager
INVESTMENT OPPORTUNITIES
Entry Signals
Exit Signals
Investment Updates
EQUITY QUOTA MONITORING
Strategic
Tactical
REPORTING
Portfolio Statement incl. Votes*
Portfolio Quality Report
PORTFOLIO AND STRATEGY REVIEW
1-4x per year with your personal
Relationship Manager
MARKET VIEW AND COMMENTARIES
Investment Publications
Investment Committee Minutes
Market Updates
recommended minimum
INVESTMENT AMOUNT
CHF 1’000’000