Building on tradition, betting on the future
As a specialist in pensions and assets, we manage client assets totalling some CHF 7.0 billion Swiss francs. We seek to provide top-notch service to private and institutional clients in the area of asset management, offering a comprehensive range of services that you too can benefit from.
These services range from conventional investment mandates and SME loans to investment opportunities in our investment funds and investment foundation through to our holistic view of risk balance and selective risk analyses. In other words, you have individual needs, and we have tailor-made solutions to meet these needs.
That is why we see personal contact as the foundation of a successful business relationship. Only once we know precisely what your individual goals and requirements are can we use our knowledge and expertise in the best possible way. As a Swiss service provider, it goes without saying that our thought processes are geared toward the future and the long term, that we work in a manner that is both transparent and reliable, and that we always put our focus on achieving success.
Put your trust in us and we will put our passion to work for you.
Risks involved in trading financial instruments
The Federal Act on Financial Services (FinSA) came into force on 1 January 2020. The primary objective of the FinSA is to reinforce investor protection through enhanced information and documentation obligations in the provision of financial services. You are affected by the FinSA if you undertake securities transactions, transactions in derivatives or forward transactions. The extent of investor protection depends on whether the client is classified as a private client, a professional client or an institutional client. Unless we inform you otherwise, you will be classified as a private client, meaning you will enjoy the highest level of investor protection.
The Risks Involved in Trading Financial Instruments brochure is designed to help you make sound investment decisions and compare different financial instruments.
Please consult the brochure before buying any financial instrument or availing yourself of any financial service to ensure you are in possession of all the facts. Our client advisers will be happy to answer any questions you may have.
You can download the brochure here:
Risks Involved in Trading Financial Instruments brochure (PDF)