Management Strategies

Asset management mandates are available in four clearly defined strategies and three currencies (CHF, EUR & USD), covering a broad spectrum of investments.

Fixed Income Strategy
Real capital preservation is their primary focus.

Conservative Strategy
Real capital preservation of their portfolio over a market cycle is important.

Balanced Strategy
For investors who seek real gain in their portfolio over a market cycle and who can cope with some volatility.

Growth Strategy
Objectives are solid growth in their portfolio over a market cycle but who can also accept greater volatility.

Additional Financial Services

Additional Financial Services

Much more than simply asset management
To stand by our clients and assist them at all stages of life and with all financial concerns
Providing adapted solutions with the most innovating tools and techniques.
Analysis of your global wealth situation, we provide you solutions for:

  • Estate planning
  • Fiduciary services
  • Establishment of trusts+foundations
  • Retirement and tax planning
  • Financial planning
  • Consolidation of various client portfolios