Private Banking Service
Your time won't be taken up unnecessarily.
You won't have to keep worrying about your assets, and you don't have to take difficult investment decisions that require experience and constant tracking of the stock markets and political and business developments.
Your financial situation is analysed
so that your investments always match your means, wishes and expectations, as well as your risk tolerance and capacity. Your risk profile and the corresponding Asset Allocation are reviewed regularly to ensure that they are correct.
You do not run any unnecessary risks,
because
a) your investments match your individual risk profile, and
b) the credit rating of the custodian bank – based on its core capital quota (Tier 1) – is one of the best in Switzerland, and is monitored.
You receive a guarantee that your long-term goals will be implemented in a professional manner. Your assets are in good hands, and are looked after 24 hours a day. Your investments are monitored daily for maturities and Corporate Actions so that no deadlines are missed.
You will receive a state-of-the-art mobile telephone
(I-phone*) that gives you round-the-clock access to your latest data. You will be briefed regularly and you can access your assets day and night.
* For clients with assets of more than CHF 500,000 (equivalent value)
Your assets are
managed according to your wishes and instructions, even if you delegate the individual investment decisions to me. You can scale the investment classes individually according to your wishes, and you do not have to opt for a pre-defined, standardised investment strategy.
Research
You benefit from extensive analyses, experience and market commentaries from various providers, instead of depending on one opinion from a single bank or advisor who has to adhere to his employer's policy guidelines.
You receive a guarantee that your long-term goals will be implemented in a professional manner.
You will substantially reduce your current banking costs.
Have I aroused your interest? I'd be glad to meet you for a personal consultation.