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Investments

professional, independent, tailor-made

At smzh, we combine in-depth expertise with an individual approach to tailor solutions precisely to your goals and life circumstances.

Benefit from our advice at full transparency and with clear recommendations.

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How it works

Our approach to investment advice

1. Risk profile and investment objectives
Our risk profile is a gauge for how much risk we are able to take and to what extent we are willing to accept this risk.
2. Time horizon and liquidity requirements
The time horizon plays a decisive role in developing an investment strategy. At the same time, we must take into account liquidity requirements.
3. Diversification across asset classes
Effective diversification starts by distributing capital across various asset classes. Each asset class has its own risk-return profile and reacts differently to the prevailing market conditions.
4. Active vs. passive investment strategies
When putting money to work, investors can choose between active and passive investment strategies. Both offer specific advantages and disadvantages that we look at closely.
5. Periodic review and adjustment
A periodic review and adjustment of your investment portfolio is essential to ensure that it remains in line with your investment objectives and reacts optimally to changes in market conditions.
6. Adjustment to changes in circumstances
Your investment strategy should not be static, but rather evolve in line with your circumstances and investment objectives.

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Investments

Investing in Luxury Assets

Invest in the future of luxury: From art to classic cars to fine wines – rare luxury goods not only represent passion, but they also provide valuable investment opportunities. Let us show you how to strategically enhance your portfolio and benefit in the long run.

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More about investing

Risk profile

Your investment strategy starts with creating your risk profile, in other words determining how much risk you are able and willing to take.

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Investment strategy

A solid investment strategy is based on your objectives, your risk tolerance, and your financial situation – creating a foundation of sustainable success.

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Implementation

From advice to mandate: Individual solutions for any needs. We accompany you personally, efficiently, and with a clear focus on your goals.

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Monitoring

Continous evaluation for lasting success: Your portfolio is optimally monitored to ensure that it remains aligned with your investment strategy and objectives.

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Finance & Investments – Prices

Finance & investments

CHF 3,500.-*

Within the scope of our holistic financial analysis, we explain the complex topic of investing in simple language. In a first step, we examine your current investment solutions. Subsequently, we establish your risk profile and find suitable solutions to get one step closer to turning your wishes and goals into a reality.

* The value of this service may vary depending on scope and complexity.

More about finance

Videos and PDFs

Alf Heller – Investing money
How do you invest your money? – Alf Heller

"I'm rather conservative, but open to ideas. My first small investment in Bitcoin has been very successful. Since then, I have been looking into the topic of investing more and more. Step by step, with curiosity and foresight."

(in German)

PDF brochure Holistic Wealth Advice
smzh Holistic Wealth Advice

The smzh Holistic Wealth Advice represents a paradigm shift in financial advisory, moving away from fragmented stand-alone views toward a structured, holistic view that takes into account all aspects of wealth.

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smzh Invest
smzh Invest

With smzh Invest, you gain access to a professional investment strategy that is based on a holistic wealth analysis – individual, transparent, and independent. Invest with a plan, structure, and the goal to protect and grow your wealth in the long run.

Download smzh Invest