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OUR BUSINESS - OUR VOCATION

Daniel O.A. Rüedi, Partner

«Tradition and progress go hand in hand for us. We are open to new ideas and opportunities, but always keep our feet on the ground. As a client, you will enjoy the fruits of our responsible approach.»

MANAGEMENT OR ADVISORY MANDATES

If you don’t want the hassle of managing your investments yourself, providing us with an asset management mandate is the best route. This means you entrust us with the management of your investments. We work out your investment strategy with you, taking into account your objectives, situation and risk appetite, and our experienced experts then actively manage your assets on an individual basis.

If you prefer to make your own investment decisions, then an advisory mandate is the right way for you. With this service, we act as an adviser with whom you can discuss any aspect of investing. We can make proposals, gather all the market information you require and take care of execution at your request.