Managing Assets in Switzerland
Kaiser Partner Financial Advisors Ltd.
Learn how we can work best for you.
Services
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Designed for clients who want their assets holistically managed by the investment manager, but who do not wish to be involved in their management
DISCRETIONARY PORTFOLIO 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.
PORTFOLIO ADVICE -
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.
INVESTMENT ADVISORY-RELATED SERVICES
Investment Philosophy
Publications
Get in touch
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Your team at Kaiser Partner Financial Advisors
We have received your request and will process shortly
Your team at Kaiser Partner Financial Advisors