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