An overview of the service packages

Designed to mee your needs

Our customized service packages are based on your asset situation, your need for advice and the time you wish to spend on your investment business. We differentiate between DIY, Advice and Delegation. With E-Custody Account, you take care of your investments yourself. With the Classic and Premium packages, you profit from our advice and make your own investment decisions. With the asset management mandate, you fully delegate the investment decisions to our finance market specialists.



Sound recommendations via professional research

Our experts continuously monitor and analyse the global financial markets and deduce the possible trends from this. Their expert specialist reports and financial market analyses form the basis for our investment recommendations. 


Fund selection under the "Best in Class" approach

There are currently over 7,000 investment funds approved for trading in Switzerland. In order to be able to achieve a consistent and long-term performance, the best of these funds are selected and permanently monitored according to a clear and understandable process with standardized criteria.


Classic and Premium.
Profit from our Advice.


Asset Management Mandate.
We Foster your Assets with Care.


E-Custody Account.
Do it yourself online.