From advice to full mandate: customized solutions for every requirement.
Your investment strategy and portfolio can be implemented independently – either with advisory support or on your own – or with a professional mandate solution, depending on your preferences and needs. We adapt our advice to your desired level of involvement and actively support you on both paths.
Once the framework for asset allocation is defined (risk profile, investment strategy, strategic asset allocation or SAA), the actual portfolio construction follows. In a complex financial world, tailored investment solutions are essential. Our independent advice enables the selection of the best available investment instruments, aligned with your individual needs. We place great importance on transparency, reliability, and innovation – values that characterize us as a trusted partner in all phases of wealth planning.
In the October issue of smzh Investment Guide, we explain why the glass is never only half empty and focusing solely on potential downsides may obscure genuine opportunities. History shows that those who stay invested and stay focused on long-term goals are best positioned to benefit as the glass gradually fills up again.
Equity markets continue to reach new highs despite ongoing geopolitical tensions, trade policy uncertainties, and concerns about global economic growth, leading investors to wonder whether it might be best to “sleep through” September. We explain why staying invested is key, even during market turbulence.
Don't miss the monthly Investment Guide – subscribe now and identify opportunities early.
We handle questions about investing such as those shown on the right on a daily basis. We look forward to supporting you with your investment strategy.
We offer both passive and, selectively, active investment solutions tailored to your individual needs and goals.
After defining the risk profile and strategic asset allocation, we select the best investment instruments for your circumstances.
Yes, you can manage your portfolio independently or take advantage of our advisory services.
We make gradual adjustments to respect your unique needs, preferences, and goals.
Through independent advice and the selection of the best available investment instruments, always aligned with your personal objectives.
Schedule a free consultation with our experts:
