SOLUTIONS

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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