
WHAT KIND OF SOLUTION DO YOU NEED?
Your profile, your objectives and your needs determine the solution that we propose to you:
YOUR CAPITAL
From CHF 50'000 or monthly payments
CHF 50'000OU CHF 100/MOIS
- Competitive active management solution in line with to finance industry, wealth management methods and administered by the custodian bank of your choice
- Particularly attractive for :
- Savers (capital, 3rd pillar, tax incentive savings or monthly payments
- Small & Medium Entrepreneurs, liberal and independent professionals for investing their 2nd and 3rd pillar
- Heirs of a heritage
- Sustainable finance management mandate or conventional financial management mandate
- Under the overall supervision of the Swiss Finance Control Authority FINMA
- Direct contact and link with our service provider and financial partners
YOUR WEALTH
From
CHF500’000
- Portfolio management of your wealth by an independent financial manager chosen by you.
- The depositary or custodian bank of your choice, guarantor of your securities
- Consistent with your values, interests and priorities
- Discretionary or advisory mandate
- Three distinct control roles : (the portfolio management firm, the custodian bank and us) to serve you
- Direct link with our financial partners
- No conflict of interests
- Under the overall supervision of FINMA and affiliated to the Financial Supervisory Organization (OSFIN)
- Direct contacts with our service provider partners