At the core of the Advisory Service is the need to comprehensively understand a client's investment needs, incorporating and defining attitude to risk, time horizons, investment goals, and any income needs. These factors will determine your investment profile and underpin the investment strategy.
Investment advice is provided on a regular basis allowing clients to adopt an active role in the construction of their portfolio yet who recognise the value of support from an investment professional. All assets are held in custodian banks allowing execution of orders via appropriate (limited) Power of Attorney mandates.
Personalised investment advice
Our Advisory Service is designed for clients who wish to receive personalised investment advice on their securities whilst making their own decisions and maintaining control of their portfolio.
The service allows clients to draw upon an array of independent investment knowledge and insight, leveraging independent expertise and resources to create a strategy tailored to meet their needs and objectives.
If you are a Swiss resident or have Swiss-based assets our Advisory Service can help you to make informed decisions about your financial future, based on your personal, family and business goals.
Additionally, we offer a consolidation service allowing an independent overview of several portfolios held with different institutions. This allows an objective assessment of total asset and risk exposure, further assisting informed decisions on capital allocation