5 STEPS FOR MULTI-ASSET PORTFOLIOS
With a structured, multi-step advisory process, we work closely with each client to define goals, set clear expectations, and adapt strategies over time.
Regular portfolio reviews ensure alignment with both current priorities and future ambitions.
DEMAND ANALYSIS
Our relationship managers conduct a thorough needs assessment to understand each client’s goals, preferences, and risk tolerance.
01
FINANCIAL CONCEPT
Based on the demand analysis, we develop a personalised financial concept – outlining the strategy, structure, and timeline tailored to each client’s goals.
02
03
RISK PROFILING
We assess each client’s attitude toward risk to ensure that investment decisions align with their comfort level and long-term objectives.
04
INVESTMENT STRATEGY
Based on your risk profile and goals, we develop a tailored investment strategy – defining the right mix of asset classes, markets, and instruments.
05
IMPLEMENTATION
We support you through the full implementation process – from portfolio setup to execution – ensuring that your strategy is put into action efficiently and transparently.
INVESTMENT MANAGEMENT
Clients can choose between discretionary mandates, where we manage portfolios on their behalf, or advisory mandates, where they remain actively involved in investment decisions.
We offer a range of curated investment portfolios tailored to different risk profiles and objectives.
MULTI-ASSET
DISCRETIONARY PORTFOLIO
For clients who prefer to delegate day-to-day investment decisions.
Our Swiss-based experts manage the portfolio proactively, implementing strategies efficiently and seizing timely market opportunities — so you don’t have to monitor markets yourself.
ADVISORY PORTFOLIO
For clients who prefer to make their own investment decisions, while benefiting from expert guidance.
You retain full control over your portfolio. We provide professional advice and market insights to support your decisions, and assist with trade execution as needed.
This mandate is ideal for experienced investors across multiple asset classes.