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.

Since our services are always related to client assets held with a bank, we have forged a decent network of banks in Switzerland and Liechtenstein with whom we enjoy a long-standing, stable partnership. Therefore, 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.

Disclaimer:
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 informational purposes only and are not intended as an offer, or a solicitation of an offer, to buy or sell any investment instrument.