Investment solutions

We start with understanding your individual situation, plans and goals.

To what extent you want to be involved in making investment decisions is an important aspect of choosing the right solution for you.

You can completely delegate the management of your assets to us, and then do not have to worry about anything else. Or, if you are familiar with the important financial markets, have your own investment ideas and want to discuss them with us, then our Investment Advisory is suitable for you. You decide when and how intensively you want to exchange views with our experts and your Relationship Manager. But the investment decision always remains with you.

In addition to our mandate solutions, we also offer a variety of investment products.

Whatever theme is important to you, we will be happy to advise you:

  

Managed solutions

With a managed solution mandate, we take over the management of your assets on your behalf. You benefit from our comprehensive investment competence.

Managed solutions

Advisory Services

As part of our Advisory Services, we support you on a holistic basis when it comes to investing your assets, based on an investment strategy we have worked out together.

Advisory Services

Further information

Do you have any questions about our investment solutions? We would be happy to provide you more information and advice.

Zurich
+41 58 283 71 11
E-mail

Geneva
+41 58 283 25 00
E-mail

Lugano
+41 58 283 23 11
E-mail

 

Contact us