Durability and trust are the fundamental values that we uphold for building long-lasting partnerships with our customers. Our service rates reflect your expectations in terms of our guidance.
Asset Management – Discretionary Mandate
- Establishment of the risk profile
- Constant adaptation of the investment strategy
- Access to all our research results and product searches
- Daily account statements of your financial situation
- Performance calculations in the reference currency
- Detailed analysis of the portfolio and its performance
- Control of bank statements and other banking documents
- Supervision of banking fees
Asset Management – Execution Only Mandate
- Access to all our research results and product searches
- Rapid and diligent implementation of all orders
- Permanent telephone hotline
Administrative Banking Management
- Assistance for specific banking operations (mortgage, flow-through financing, guarantees, etc.)
- Bank card orders and regulation of expenses
- Tax statements from country of domicile
Family Office
- Optimisation from a tax perspective via research and coordination of the various players involved
- Daily management and administration of the private needs of all members from the same family
- Advice in regards to inheritance/succession issues
- Follow-up of divestments and strategic mergers
Advice Without Mandate
- Overall financial advice with an eye on foresight, taxes and real estate