Further enhancing the ability to meet clients’ needs with creative solutions in extraordinary times, swisspartners has developed two forward-looking advisory solutions: ONE by swisspartners, and the stress-free package.
Both of these solutions are tailor-made, leaving clients free to choose what is important to them. “We focus on structured wealth advice with clear objectives,” says Christian Dietsche, CEO Asset Management at swisspartners. “This enables us to prepare creative solutions geared to individual needs.” Alongside this focus on individual requirements, Dietsche says, another key aspect when advising clients is being open to new developments: “We always keep up with the times, so we make sure we also have new markets like crypto and other current themes on our radar.”
“We focus on structured wealth advice with clear objectives.”
Featuring six building blocks, the stress-free package takes the pressure off clients across all aspects of wealth, financial planning, taxes, forward planning & inheritance, property and lifestyle services. Diverse service modules can be combined to deliver maximum flexibility. Interested clients can make a preliminary selection of the stress-free services on the swisspartners website. In the next stage, swisspartners specialists work with clients to put together a bespoke package of services – remotely by video conference if required.
Your wealth at a glance: The comprehensive ONE by swisspartners service digitally consolidates and structures all assets, from equities and foreign currencies through to property, works of art, vintage cars and antiques. Not only does ONE enable the transparent documentation of how assets are structured and owned, it also offers digitalised performance and cost analyses as well as macroeconomic assessments. The encrypted, blockchain-based client portal with cloud servers in Switzerland meets the highest demands in terms of data security.
“Creative solutions in wealth-advice have to be tailored to meet individual needs.”
CEO Asset Management
Your Wealth at a Glance.