SOLUTIONS
- Parent Category: ROOT
- Category: Uncategorised
- Hits: 13385
WHAT KIND OF SOLUTION DO YOU NEED?
Your profile, your objectives and your needs determine the solution that we propose to you:
OUR SOLUTIONS
From CHF 50'000 or monthly payments
:: YOUR CAPITAL
- • Competitive Active Management Solution, in line with the finance industry and in line with portfolio management principles
- • Particularly attractive for :
- ------> savers (capital, tax incentive savings or monthly payments)
- ------> small and medium size enterprises, liberal and independent professionals
- ------> heiress or heir
- • Sustainable finance or conventional mandate
- • Direct links with your financial partners
- • Under the overall supervision of FINMA
From CHF 500’000 and more
:: YOUR WEALTH
- • Chosen portfolio management firm and depository bank
- • Consistent with your values, interests and priorities
- • Discretionary or advisory mandate
- • Three distinct roles to serve you (the portfolio management firm, the depository bank and we)
- • Direct links with your financial partners
- • No conflicts of interest
- • Under the overall supervision of FINMA or an affiliated member of OAR-G
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