Kaiser Partner Financial Advisors Ltd.
Designed for clients who want their assets holistically managed by the investment manager, but who do not wish to be involved in their management
The portfolio advice service is designed for clients who would like their account to be holistically managed but still wish to be involved in every investment decision.
You will benefit from our controlling services by gaining deeper insights into your assets and their composition.
If you need help in finding an appropriate custodian bank, we are ready to share our insights and offer our support in your selection process.