Investment consulting

You have access to our consulting services with our fund consulting basic and investment consulting plus investment solutions.

Invest independently with advice Fund consulting basic Comprehensive advice Investment consulting plus

Make your own investment decisions, with personal consultation if required

Make investment decisions for yourself and receive regular individual investment and reallocation proposals

Minimum investment amount CHF 2,000

Recommended minimum investment amount CHF 80,000, possible from CHF 5,000

Individual investment strategy including investment proposal

Individual investment strategy including investment proposal and personal investment consultant

Review of your investments in line with your investment strategy for every transaction

Continuous review of your investments in line with your investment strategy

Including access to our house view

Including access to our house view

Additional investment product with consulting