Private clients

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Private clients

As an asset manager supervised by the Eidgenössische Finanzmarktaufsicht (FINMA) Swiss Financial Market Supervisory Authority, we offer private investors the following services:


  • independent analysis of existing portfolios
  • personal discussions to establish risk tolerance and risk capacity
  • framing investment proposals and suggestions for personal investment policies
  • accepting asset management mandates (existing banking relationships can be retained)