Wealth management is a service embedded in trust and mutual respect.

As one of the leading bank-independent Swiss asset managers, we focus on long-term investment strategies. We analyze the risks and develop opportunities that take your individual situation and specific needs into account. With commitment, passion, and expertise, we develop your individual investment profile in a dialogue to find a holistic solution.

Our investment decisions are determined by the investment strategy that is defined as a first step. At the same time, however, the strategy is continuously reviewed and refined with globally-oriented investment vehicles. The objective is the long-term preservation and appreciation of wealth.

Your advantages in asset management by swisspartners

• Investment pursuant to your investment profile that takes into account legal and tax aspects
• Permanent monitoring of investment exposure
• Disciplined reporting and ongoing communication by all means available.
• Custody account administration at a top-rated bank of your choice
• Personalized evaluations
• Consolidation and portfolio analysis