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Your investor profile

Investors do not all have the same needs

While some seek security, others aim for the highest possible returns. It is therefore important to choose your investment strategy wisely. It lays the foundation and serves as a compass to make all of your investment decisions.Investors do not all have the same needs.

While some investors seek security, others aim for the highest possible returns. It is therefore important to choose your investment strategy wisely. It lays the foundation and serves as a compass to make all of your investment decisions.

Build up your own assets to offset the rise in the cost of living or to generate cash for everyday life: whatever your projects, we systematically rely on professional solutions. Within the advisory cycle, investment management at SwissProfilInvest follows a simple and solid business model logic.

 

Your investor profile

is the first tool we help you establish.

Your profile is mainly influenced by several factors: your personal needs and goals, your current financial situation, the structure of existing investments as well as your time horizon.

Two determining factors flow from these aspects, namely your personal risk capacity and your risk tolerance.


Risk capacity

Risk capacity is a measure of your financial ability to bear potential losses without compromising your usual standard of living. Your financial leeway, namely your assets and income, plays a central role in clarifying this point. The following questions are also important: How many people depend on your financial support? And what is your investment horizon? In addition, we check your possible safety reserve in case of unforeseen losses.

 

Risk tolerance

Unlike risk capacity, which stems primarily from your financial situation, risk tolerance is a measure of your emotional tolerance for investment risks and potential losses. In doing so, we ensure that your personal security needs are always taken into account.

Your risk capacity and risk tolerance define your investor profile. This gives you the assurance that your financial possibilities will be well respected, as will your need for security.

Your advisor at Swiss ProfilInvest establishes your investor profile with you. The resulting investment strategy determines the composition of your deposit.

WHAT ARE YOU SEEKING FROM FINANCIAL ADVICE?

QUE RECHERCHEZ-VOUS A TRAVERS NOTRE SERVICE?

Find out what are your advantages with Swiss ProfilInvest

  • You have in front of you an independent interlocutor in mind and seeking the best investment solutions for you without excess commissions.
  • You have in front of you an independent interlocutor in mind and seeking the best investment solutions for you without excess commissions.
  • You are considered individually, depending on the particular profile.
  • Your interlocutor talks honestly about solutions or services that might interest you and builds trust.
  • The company is not publicly traded and therefore does not prioritize productivity or performance.
  • Swiss ProfilInvest answers your questions in an open and communicative spirit and achieves your objectives according to clear choices of long-term investments.
  • An attractive performance, in discretionary management on the one hand, and in line with your expectations in the recommended part on the other hand, depending on the option chosen.
  • Among a dozen custodian banks, you can choose a relationship among private bankers with unlimited liability or international banking groups.
  • Through these connections, you can also benefit from access to a variety of analytics, research and services.
  • A targeted contribution on request for your legal, fiscal, administrative or “Family Office” questions remains possible, thanks to service providers specializing in their field.

For more information, please feel free to contact us:

 

Your contact person: Mr Jean-Pierre Riepe

1, Av. Eugène-Pittard
1206 Genève, Suisse

 

Phone  (+41) 079 688 21 45

e-mail : This email address is being protected from spambots. You need JavaScript enabled to view it.


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