Fund management, stocks and shares help. Bonds and investment planning. Fund managers and money management. Mutual funds, pension funds and investment.

Fund Management provide highly professional & confidential financial solutions...

Our independent fund research department gives us the opportunity to find the most successful mutual funds including third party mutual funds for our clients. We offer our own in-house asset management fund portfolios but at the same time – thanks to the extensive research – we are also able to give you advice on all external mutual funds worldwide. If you are interested in a tailor made solutions, we are the right person to contact.

The Investment Funds offer an attractive and comprehensive range of first-class fund products and services. Our funds are appropriate as elements of asset management or targeted individual investments in a particular market, granting you access to the world's key financial markets.

We also develop and manage funds on behalf of third parties (private label solutions).

In order to generate added value for you, we have an active investment style and our portfolio allocations may deliberately deviate from the benchmark index. Shared, sustainable success is important to us. That's why, in everything we do, we pay especially close attention to the long-term consequences of our actions.

Fund Managers and Portfolio Structures

At the heart of institutional fund management are the fund managers whose job it is to invest and divest client monies. Typically, if taken the example of a segregated account run for a single client (as opposed to a pooled account run for several or many clients), then the fund structure has to be determined and implemented.

Briefly, for any given type of client there should be an agreed concept of the type of structure that the client thinks will make sense (given the institutions advice) and e.g. the fund might be invested in several asset classes including bonds and equities.

We can introduce you to a Swiss bank that offers the following services:

- Swiss Bank Accounts
- Private Banking
- Inheritance Planning
- Family Office
- Trust Formations

Free and strictly confidential Consultation

If you are interested in a free and strictly confidential consultation and wish to talk to one of our professionals please click here. The appropriate expert will call you back and render a general introduction to our services via telephone and then offer to meet you wherever it is convenient for you, in one of our banks in Switzerland, in one of our professional offices in Switzerland or even at your home if you wish. If you do not want to email us, for a telephone consultation appointment with a private banker phone: 0044 151 261 0989..

The private banking services are usually offered to clients with assets of a minimum of $500,000 USD. But even with lower amounts of funds, if you feel, that you qualify as a potential client for our advisory group, because you need an international estate planning structure, offshore trust or foundation for your assets or simply look for an appropriate Swiss Bank for your funds, do not hesitate to contact us and click here for a strictly confidential and free consultation.