Your individual needs and wishes and your financial goals and circumstances form the basis for identifying your personal investor profile. 80% of investment success depends on the strategy chosen. Our experience shows that investor needs are generally concentrated on a small number of risk/reward profiles. We therefore offer six investment strategies – risk-controlled in the reference currencies CHF, EUR, and USD.

Of course we also take individual wishes into account in regard to markets, currencies, and other factors. Even implementation based on specific themes (sustainability, demographics, dividend opportunities) is possible at any time. We visualise your investment strategy for you in a simple and understandable way. We can show you interactively how your assets would have developed during historical market events. Test how well your strategy would have performed in a past economic crisis compared with other investment strategies.

Based on your personal investment strategy, your individual wishes, and the bank's market analyses and recommendations, you will receive a customised investment proposal that aims to achieve the best possible risk/reward ratio. This proposal shows you clearly and understandably why the recommendations are the best solution for your situation, providing the ideal basis for your implementation decision.

We use innovative technology to monitor your portfolio systematically. Where action needs to be taken, we will send you according to your advisory model a new investment proposal. In that way, you can minimise risks and take advantage of market opportunities.