Portfolio Update

An asset management mandate allows you to delegate the management of your wealth to the specialists at swisspartners. A team of investment experts will undertake a detailed analysis of the financial markets, develop the ideal investment strategy for you and aim to realise your personal financial goals while taking your particular level of risk tolerance and desired investment horizon into account.

In the monthly publication of the Portfolio Update Letter, we look back at the previous month, with a transparent illustration of the returns that have been achieved alongside an explanation of how our strategies are currently aligned. We discuss how the strategies of swisspartners are performing in the current market environment, take a look at the upcoming trading situation and provide you with our assessment of the financial markets. The links to the reports can be found on the right side.

The Portfolio Update Letter is written by:

Nick M. Jenni, Partner
Head Investment Management & Solutions (CH)
For further questions, please do not hesitate to contact me: