Investment
investment
Investment is a method to use the full potential of your assets. In conjunction with tax services, we set up a personal risk profile with our clients and discuss ways to improve the return on investment.
We make sure to consider your personal values when it comes to set up an investment strategy. You should feel comfortable with the process and fully understand the financial impact.
There are ways to let your assets work for you, let us find the most suitable way for you.
Investment
what we offer
As we provide various financial services, you can use the full potential by combining several services. We are able to combine your individual tax planning with investment advise under consideration of your general financial plans. This will provide sustainable financial benefits for you as you have one single point of contact.
Holistic Advise
As we provide various financial services, you can use the full potential by combining several services. We are able to combine your individual tax planning with investment advise under consideration of your general financial plans. This will provide sustainable financial benefits for you as you have one single point of contact.
Let us find out what investment personality you have. We can find the most suitable investment strategy for you, considering your personal risk profile, investment goals, expecations on the return on investments and your specific ethical values.
Investment Strategy
Let us find out what investment personality you have. We can find the most suitable investment strategy for you, considering your personal risk profile, investment goals, expecations on the return on investments and your specific ethical values.
Do you already have an existing portfolio or you would like to work with a specific bank? We are independent advisors with a banking network. We analyse your existing portfolio or review advises from your banker. We can get you in contact with bank advisors that share our values.
Collaboration
Do you already have an existing portfolio or you would like to work with a specific bank? We are independent advisors with a banking network. We analyse your existing portfolio or review advises from your banker. We can get you in contact with bank advisors that share our values.
Managing risk is a crucial part of investing. Let us set up your personal risk assessment in order to make sure the future performance of your investment matches your expectations. Investing in different industries, countries and vehicles can spread your risk to provide sustainable benefits. Let us find the strategy that matches your personal risk assessment.
Risk Assessment
Managing risk is a crucial part of investing. Let us set up your personal risk assessment in order to make sure the future performance of your investment matches your expectations. Investing in different industries, countries and vehicles can spread your risk to provide sustainable benefits. Let us find the strategy that matches your personal risk assessment.
Certain share earnings are taxable in Switzerland, such as interest and dividend income. Capital gains on the other hand are tax-free in Switzerland. We can advise you on any tax implication considering your individual situation and advise on more beneficial solutions.
Tax Efficiency
Certain share earnings are taxable in Switzerland, such as interest and dividend income. Capital gains on the other hand are tax-free in Switzerland. We can advise you on any tax implication considering your individual situation and advise on more beneficial solutions.
By following current trends in industries, society, politics and technology, we stay up-to-date on the development of strategies so we can advise on tomorrow’s trends.
Trends
By following current trends in industries, society, politics and technology, we stay up-to-date on the development of strategies so we can advise on tomorrow’s trends.
We can regularily review your portfolio in order to make sure you reach your financial goals and if necessary, advise on adjustments in the portfolio setup or strategy.
Goals
We can regularily review your portfolio in order to make sure you reach your financial goals and if necessary, advise on adjustments in the portfolio setup or strategy.
ETFs, Structured Products, Put options, Mutual Funds,…
We make sure you understand the language that might be used by your banker. Never hesitate to ask us if you might not fully understand the information you are receiving. Clear and easily understandable communication is very important to us.
Language
ETFs, Structured Products, Put options, Mutual Funds,…
We make sure you understand the language that might be used by your banker. Never hesitate to ask us if you might not fully understand the information you are receiving. Clear and easily understandable communication is very important to us.