Our understanding of your investment objectives and risk appetite is at the center of our discretionary management service. Our strategy portfolios can accommodate a wide range of investment needs, including preference for regular income stream to optimization of account structure to maximize tax efficiency, timing concerns, pension planning and any ethical restrictions.
All investors are invited to complete an Investor Profile. We use this to establish suitable risk profiles and portfolio selection. We have internal guidelines for each risk tolerance but we can also accommodate wider risk bands, if agreed with the investor.
Our Bespoke service is customized to meet the needs of our high net worth clients with in excess of CHF 1 million to invest and who are looking for a higher degree of customization and require direct access to a dedicated investment manager. We will work closely with you and your advisers to ensure that they understand your portfolio requirements and that our flexible approach adapts as your personal circumstances evolve.