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You are in: Advisory ServicesIndependent Asset Managers
We are dedicated to meet your needs as an independent asset manager. We support you with individual and flexible solutions. You decide on the level of cooperation, best suitable for you and your clients. Find below a selection of our services tailored specifically to your needs and those of your clients:
- Classic services such as account management , order execution and custodian services
- Investment advice
- Delegated portfolio management
- Credit and loans such as Lombard credits and mortgages
- Succession Planning
- Corporate Finance
Should you wish, we will grant you access to our E-banking system, making it easy to keep an overview over the assets of your clients. In addition, you will have access to our primary research, focusing on Swiss mid- and small cap companies and you will be invited to internal company presentations.
The satisfaction of our clients and partners is our goal. We believe mutual trust is the basis of establishing a long and prosperous relationship.
