MEMBER OF THE SELF-REGULATORY ORGANISATION VQF BOVV
Our asset management solutions are carefully tailored to the wishes and needs of every client. Together with our clients, we develop an individual strategy
If you would like us to be involved in the investment process but prefer to make you own investment decisions, we can support you by providing you with the best investment advice.
We offer you and your family a broad range of reliable and unconflicted wealth management services often in corporation with external specialists.
We support our clients with the selection of a suitable custodian bank in Switzerland and abroad. Based on a limited power of attorney we act as an external relationship manager and primary contact of the client
We share our thoughts and market views by regular market comments. They are mainly based on technical analysis, one of our key competence
LATEST MARKET COMMENTS
We publish regular market comments and a semi-annually outlook
We are regulated by the VQF (Financial Services Standards Association), the leading, largest, officially recognised self-regulatory organisation (SRO). As a VQF SRO member we are periodically audited and receive regular trainings.
The VQF is also and industry organisation for independent asset managers (BOVV). As a member we have to follow their rules of professional conduct for the practice of asset management. These rules regulate the content of the asset management agreement and how it must be implemented. Due attention is paid to the protection of investors.