Investment Consulting

Costumised proposal

Let us say straight away: you don’t have to be rich to be welcome!

Your personal investment goals are decisive for choosing the right investment strategy. As there are no standard solutions, you will have to answer various questions with regard to your investment strategy.

• Is security your key matter of concern?
• Do you rely on regular returns and distributions?
• Are investments to be tax-optimised?
• Are you willing to take risks?
• How do you assess your risk tolerance?

Your answers to these questions will allow us to elaborate an investment proposal tailored to your wishes and needs, taking into account existing assets such as provisions for old age, life insurances and pension funds.

We are happy to manage your assets starting from CHF 100'000 in a bank-neutral and independent way.