Our hallmarks are our potent entrepreneurial spirit, perception of duty and extremely customised services. Our consumers also can reap the benefits of our Excellent network. We try for the highest high quality in almost everything we do, precisely as you should count on from the “Grand Cru” business.
Wealth managers in Switzerland are vital gamers in the Swiss money field. During this context, they face similar worries as domestic regional banks and personal financial institutions along with common banking companies. In addition, rising Fintech alternatives open up up new chances for wealth supervisors.
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Michaela Durst supports the relationship professionals in investment-similar matters and participates in operational assignments.
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Christoph Reber is a member of the Executive Board. He is jointly responsible for the operational enhancement of Finezia as well as serves purchasers in his job as being a romantic relationship supervisor.
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It focuses on a straightforward aim: securing a first-charge functionality for its clients, based above all on consistent benefits and stringent possibility Management. To realize this aim, the DECALIA crew can depend on the in depth Wealth Manager experience of its group of experts and on some potent principles that guideline its whole enterprise exercise.
The people who make up our excellent team have intensive working experience in addition to a significant diploma of Experienced knowledge within the fiscal business, and dedicate all their efforts every day to advising clientele in accordance with their objectives and wishes.
These components kind the muse of our organization philosophy and lifestyle, and form the prosperous extensive-expression relationship along with you. Established in 1984
Und letztendlich muss uns bewusst sein, dass bei derart krimineller Energie auch künftig huge Schadensfälle leider nicht komplett zu vermeiden sind.
Anlagen können sich immer anders entwickeln als erwartet. Selbst bei den besten Anlagestrategien sind Verluste bei starken Marktschwankungen häufig nicht zu verhindern.
As one of several foremost exterior asset managers, swisspartners concentrates on lasting expenditure techniques. We analyse dangers and investigate investment opportunities, constantly keeping track of the individual circumstances of our Intercontinental clients. With Experienced skills, enthusiasm and correct determination, we Examine your expenditure profile and strive to obtain holistic remedies. Investment decisions follow a meticulously outlined financial commitment approach. In parallel, the Preliminary strategy is consistently reassessed and refined with globally oriented financial commitment answers, whilst extensive-phrase prosperity preservation and development keep on being our primary aims.
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