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


2023 Copyright by Grolimund Finanzinvest AG

Wir nutzen auf unserer Webseite Cookies, um die Nutzung der Webseite zu optimieren. Cookies sind kleine Textdateien, die auf Ihrem Endgerät gespeichert werden und Informationen über Ihre Nutzung der Webseite enthalten. Wir setzen ausschließlich technisch notwendige Cookies ein, die für die Nutzung der Webseite erforderlich sind.
Akzeptieren