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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 proactive and comprehensive investment advice as well as a tailor-made portfolio monitoring. In addition, you get exclusive access to our investment specialists in all asset classes

INDIVIDUAL ADVICE 

Personal Relationship Manager
Investment Specialists

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
and our Investment Specialists

MARKET VIEW AND COMMENTARIES

Investment Publications
Investment Committee Minutes
Market Updates

recommended minimum

INVESTMENT AMOUNT

CHF 5’000’000

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