Made-to-measure investment policy

Our personal service develops a made-to-measure investment policy on your behalf. This is based on a mutual trust that can only be built upon the highly personal, continuous and long-term contact that we maintain with you.

We help you to achieve your own personal investment goals by:

  • Working out an individually-customised, global investment strategy

  • Managing portfolios on a continuous basis, either at our client's chosen bank, or consolidated across a number of banks, as required

  • Monitoring and analysing the markets on a continuous basis

  • Analysing, selecting and scrutinising suitable investment instruments

  • Making investment decisions

  • Managing liquidity

  • Checking performance

  • Taking account of the relevant framework parameters, in collaboration with a first-class network of tax consultancies, legal chambers and trustees

Grolimund Finanzinvest AG

Goldbach Center

Seestrasse 39

CH-8700 Küsnacht

T: + 41 44 256 70 20


2021 Copyright by Grolimund Finanzinvest AG