Service

OUR SERVICES

Marathonienne 3_04.09.2020


Portfolio Manager and Advisor

  • Individual investment advices based on your risk profile
  • Selection of various investment products such as equities, bonds or funds, according to client’s demands and targets
  • Market and portfolios follow-up
  • Collection and centralization of market views
  • Advisory or Discretionary Management
Mont-Blanc 13.03.2023


Administrative support in wealth management area

  • Supervision of private banking relationships: complete follow-up of existing bank accounts, information and reporting
  • Assistance for accounts opening procedure with private banks in Switzerland
  • Full confidentiality