Discretionary
For clients who wish to delegate the management of your portfolio to us.
With access to a whole spectrum of investment styles, your portfolio is carefully built to enhance your wealth, with periodic updates on its performance from our team.
Global with Geographic Tilt
Fully managed by our investment team, model strategies utilize balanced asset allocation while you set the preference for either Asia, Europe, United Kingdom or United States.
Bespoke
Tailored to your level of involvement,
a bespoke portfolio starts with a conversation between you and our dedicated team, to craft a strategy
that best suits your goals.
Dynamic
Privy to all investment and trade ideas, you have the freedom to veto transactions within a certain
timeframe as agreed upon with
your Relationship Manager.
Tailor-made systematic approach
Your manager
analyses your wealth position
Your manager and our expert
optimise tax, estate and pension planning
Investment Committee
- analyses the macroeconomic context
-
develops an investment strategy
-
draws up tactical grids: 4 currencies (CHF/EUR/GBP/USD), 4 risk profiles (income/defensive/balanced/growth)
Equity research analysts
recommend stocks to managers (list of recommended stocks and portfolio funds)
Your manager
implements the asset allocation and selects funds and securities (portfolio architecture)
Your manager, with the research department
manages the assets
Your manager and our banking department
provide reporting and auditing services