Discretionary Portfolio Management

Our Core Expertise and key service.


Discretionary portfolio management is our core area of expertise and our key service.

This service encompasses asset allocation, investment selection, and active portfolio management, including portfolio rebalancing, in accordance with your objectives, investment time horizon, risk tolerance, and tax situation. In order to provide you with discretionary portfolio management, you will authorize us – at our sole discretion and without being required to give prior notice to or obtaining confirmation from you – to invest, sell, and reinvest the assets and proceeds in your account and at your sole risk.

Discretionary portfolio management is designed for clients who want their assets holistically managed by the investment manager, but who do not wish to be involved in their management (i.e. in the investment decisions and transactions to be executed).

Notwithstanding the discretionary authority granted to us, we will manage your account in accordance with your investment profile, subject to your guidelines and/or restrictions (if any), and in line with any occasional amendments.

This authorization consists of our right to select, retain, replace, and dispense with sub-advisors as well as to manage, with or without discretion, all or any portion of your account. Such sub-advisors may include advisors who are not registered as investment advisors with the U.S. Securities and Exchange Commission (the “SEC”) under the U.S. Investment Advisers Act of 1940 (the “Advisers Act”).

The information offered on this website represent marketing material pursuant to Art. 68 of the Swiss Financial Services Act. The products, services, information and documents presented on this website may not be available to persons residing in certain countries. All products and services presented on this website are intended for information purposes only and are not intended as an offer, or a solicitation of an offer, to buy or sell any investment instrument.

We believe in putting our clients first

You would like to know more about our services and investment philosophy?
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You have questions about how we can support you with your portfolio, investment strategy or asset allocation?

Our team is looking forward to hearing from you.