Discretionary Investment Management Services

For clients who prefer to delegate the day-to-day challenges of managing a portfolio of assets, we offer Discretionary Investment Management Services from Switzerland.

Clients’ investment profiles are built on the basis of assets and income, personal and financial objectives, family or other considerations, attitude to risk and the timescale to achieve specific financial objectives.

We regularly update clients with regard to asset allocation and the performance of their portfolios, and systematically review their investor profiles to ensure appropriate, customized allocation strategies on an on-going basis.