ASSET MANAGEMENT

A professional approach to managing bankable assets is required to generate income, manage your personal leisure time, and bring structure and control to this segment of personal wealth. Whether you are a seasoned investor or a first timer in this field, in either case, successfully navigating the stock markets requires a good compass and an up-to-date map. Those who have or open a bank account with one of the best Swiss banks have access to Professional asset management services.

For clients who have or are planning an investment portfolio, we help them select a Swiss asset management company to manage and advise on their investments. Along with safe investments, clients are given the opportunity to choose a bank they prefer with the best conditions in terms of commissions, lending capacity, trading platform, electronic banking, etc. Together with the client, we select the most suitable Swiss custodian bank from the best names. We master the account opening process for our clients and accompany the client in the investment process.