Advisory solution

This solution is ideal for clients who seek investment advice, yet wish to make their own investment decisions.

You can take advantage of our research and investment advice, while making the investment decisions yourself. Your Relationship Manager works with you to stablish a personal Risk Profile and to understand your financial needs and goals. After that, your Relationship Manager together with our investment specialists, provide you with investment advice that is in line with your strategy, but the final investment decision remains with you.

Your dedicated Relationship Manager will discuss your portfolio and the market outlook with you on a regular basis.

 

 

Investment Minimum

Advisory Program: CHF 2,000,000

 

Reporting currencies

– USD
– EUR
– GBP                                                                                                                                                                                                              – CHF

 

Contact us to find out more