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Wealth Management – swisspartners – The art of finance

The art of wealth management

Personal investment style with global reach

As one of the leading external asset managers, swisspartners focuses on long term investment strategies.

We analyse risks and explore investment opportunities, always keeping an eye on the individual circumstances of our international clients. With professional expertise, enthusiasm and true commitment, we evaluate your investment profile and strive to achieve holistic solutions.

Investment decisions follow a carefully defined investment strategy. In parallel, the initial strategy is continuously reassessed and refined with globally oriented investment solutions, while long-term wealth preservation and growth remain our main objectives.

At times of high uncertainty, the issue of safety becomes of central importance. Consequently, risk management is heavily weighted in our well established investment process. In addition the growing complexity of the international regulatory environment is carefully evaluated by swisspartners’ internal compliance experts to guide our clients. Furthermore, swisspartners’ locations in Switzerland and Liechtenstein contribute to the stability of our client relationships.

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Your Wealth at a Glance.

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Alpadis Group acquire Trust & Corporate Services firm
swisspartners Marcuard Heritage AG.

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