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Investment advisor in Switzerland: investment selection

Expert cross border wealth management and international asset protection for US citizens and expats.

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Discretionary Portfolio Management

Designed for clients who want their assets holistically managed by the investment manager, but who do not wish to be involved in their management

Portfolio Advisory

The portfolio advisory service is designed for clients who would like their account to be holistically managed but still wish to be involved in every investment decision.

Hold Only

The hold-only service is for clients who do not want discretionary portfolio management or advisory. It applies only to accounts holding cash, precious metals, and commodities, with no securities included. No advisory services or risk monitoring are provided. Clients are solely responsible for asset allocation and all investment decisions.

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Strategies for an investment advisor in Switzerland

The work of an investment advisor in Switzerland can begin well before individual securities are selected. Portfolio construction first requires an investment framework based on the client's objectives and circumstances. Risk tolerance, investment horizon, liquidity requirements, and existing portfolio exposures can all influence the strategy. Strategic asset allocation then determines how capital should be distributed across suitable asset classes, markets, sectors, and currencies. Individual investments can subsequently be assessed according to the role they are intended to perform within that allocation. This approach places investment selection within the context of the overall portfolio rather than treating each security as a separate decision.

Investment advisor in Switzerland coordinates decisions

One of the least visible responsibilities is coordination. Investment decisions often affect far more than portfolio performance. Asset allocation is an important part of the investment process because different investments contribute different risk and return characteristics to a portfolio. An investment advisor in Switzerland can assess the existing allocation and consider whether it continues to correspond with the agreed investment strategy. This can include reviewing exposure to equities, fixed income, cash, individual markets, sectors, and currencies. Concentration is also relevant. Market movements can gradually increase the weighting of particular holdings or asset classes, even when the investor has made no deliberate change to the portfolio. Portfolio reviews can identify these developments and determine whether adjustments should be considered within the agreed investment framework.

Your use of an investment advisor in Switzerland

Not every client wants the same relationship with an advisor. Some investors prefer discussing every recommendation before capital is committed. Others are comfortable agreeing on a long-term investment strategy while delegating day-to-day portfolio decisions. Some simply require professional support alongside an existing custody banking relationship. This is why Kaiser Partner Financial Advisors Ltd. offers different advisory models rather than a single approach. Through Portfolio Advisory, recommendations are discussed before implementation, and the final investment decision remains with the client. Discretionary Portfolio Management allows professional portfolio managers to implement an agreed investment strategy within clearly defined guidelines and risk parameters. For clients who do not require active investment management, Hold Only relationships leave investment decisions with the client and do not include investment advice or portfolio risk monitoring.

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If you have any questions, please do not hesitate to contact us by phone. Discuss your needs with one of our experts. We are happy to assist you personally.

Investment advisors in Switzerland value independence

The range of investments available for portfolio construction can depend on the advisor's business model. An independent, open-architecture approach does not restrict portfolio selection to proprietary investment products. Investments from the broader market can instead be considered according to the agreed strategy and the requirements applicable to the individual client. This is particularly relevant for an investment advisor in Switzerland working with U.S. persons. Certain investment products commonly available outside the United States may have U.S. tax or reporting implications, including investments potentially subject to Passive Foreign Investment Company (PFIC) rules. Investment selection can take these considerations into account alongside factors such as risk, liquidity, diversification, and investment horizon.

Investment advisor in Switzerland supports continuity

The role of an investment advisor in Switzerland is therefore not limited to identifying individual investments. It can include establishing an investment framework, developing an appropriate asset allocation, assessing investment opportunities, and reviewing the portfolio over time. Feel free to contact us if you would like to discuss the role of an investment advisor in Switzerland.