Why Us

The Benefits of working with us

Individuality

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One hand solution for all your financial needs – full asset consolidation
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Personalized ad hoc reporting - Risk/Return Overview
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Independent trusted expert accompanying you - Customer Focus
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Willingness to go the extra mile -beyond your financial needs

Enhanced Profitability

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Collaboration with 'best in class’ managers
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Real estate investments opportunities
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Selection of top alternative investments
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Access to top-notch institutional managers
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Low Maintainance Fees

Cost Reduction

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Advantageous bank fees
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Prevention of costly bank mistakes
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Controlling of hidden bank costs
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Cost efficient investment solutions
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Access to institutional funds

Protect Your Interest

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Independent advisory, not influenced by bank policies
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Protection of your interest within the financial institutions
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Cooperation with top third-party advisors

Our Investment Principles

DIVERSIFICATION
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DIVERSIFICATION

Diversifying your assets across jurisdictions, investment classes and currencies is very important in order to successfully achieve your investment objective. It focuses on creating a balanced portfolio, by allocating some of your assets to higher risk investments and others to low-risk and predictable return investments. This balance helps you achieve more stable and predictable growth over time, without being exposed to intolerable risk levels.

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“BEST-IN-CLASS” APPROACH
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“BEST-IN-CLASS” APPROACH

As an independent third party advisor, we carefully select investment managers based on their competencies and suitability to fit your purposes. Being located in Zurich - the heart of Switzerland, a worldwide financial center, allows us to benefit from a steady inflow of professional know-how, enabling us to cherry pick the best investment solutions for you.

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Optimal Risk Adjusted Return (RR Ratio)
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Optimal Risk Adjusted Return (RR Ratio)

When creating your portfolio, we take into consideration your objective and subjective risk profile in order to obtain an optimal RR ratio. Unlike many other banks and financial institutions, our investment decisions are not being dictated by internal policies, allowing us to create the optimal balance together with you.

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