Wealth Management
Swiss Tradition.
Global Thinking.
Wealth Preservation.
We introduce asset managers who believe in creating a portfolio or financial plan to provide a client with wealth preservation. Part of that structure should be creating an asset base in Switzerland, utilizing the modern jurisdiction and time proven banking techniques. Asset managers should combine the creative possibilities of an open architecture investment offering with a focus on capital preservation that seeks to generate long-term absolute returns. Long-term performance relies on strategic asset allocation and careful tactical maenuvering. With modern portfolio theory as their guide, a good asset manager should seek steady performance and low volatility in the core portfolio they develop.
Swiss Tradition.
Global Thinking.
Asset Allocation.
To properly manage the breadth of investment opportunities, the focus is first on research – carefully analyzing the global economy, regional distinctions and industry sectors – in crafting our overall investment strategy. Asset allocation is an ongoing collaborative process – driven by top-down macroeconomic scrutiny supported by detailed market analysis on an asset class, sectoral and regional basis.
Swiss Tradition.
Global Thinking.
Diversification.
For years wealth managers have been advising clients to diversify their asset holdings based on asset types, however clients should also diversify banking systems, currencies and global market exposure. Reliance on the US banking system means clients are vulnerable to a repeat of 2008/9. By placing part of their assets in the Swiss banking system they are reducing the risk in the portfolio by utilizing a custodian bank in Switzerland. Furthermore, clients are choosing Switzerland because of its economic and political stability, dating back over hundreds of years.