basic
Advisory Service
As a long-term oriented investor, your personal Relationship Manager will present you with attractive investment opportunities and assist you in implementing your individual investment strategy.
INDIVIDUAL ADVICE
Personal Relationship Manager
INVESTMENT OPPORTUNITIES
Entry Signals
EQUITY QUOTA MONITORING
REPORTING
Portfolio Statement incl. Votes*
PORTFOLIO AND STRATEGY REVIEW
1x per year with your personal
Relationship Manager
MARKET VIEW AND COMMENTARIES
Investment Publications
recommended minimum
INVESTMENT AMOUNT
CHF 500’000