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Investments

At smzh, we combine in-depth expertise with an individual approach to tailor your investment strategy perfectly to your goals and circumstances. Whether you are new to investing or an experienced investor, our independent advisory service opens up new perspectives and sustainable opportunities for you. Discover how we can work together to optimize your assets and shape your future.

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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 investment topics

Create a risk profile

Your investment strategy starts with your risk profile.

How much risk are you 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 - mobile

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 - mobile

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 - mobile

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.

(in German)

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smzh Invest - mobile

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.

(in German)

Download smzh Invest