The investment advisory service is aimed at clients who wish to receive personal recommendations with regard to transactions in financial instruments. In contrast to asset management, the respective investment decision is always made by the client himself. With an investment advisory agreement, the decision-making power and thus ultimately the investment responsibility lies solely with the client. Deposits with investment advice may differ greatly in their orientation and structure from those with asset management. Swiss law distinguishes between investment advice for individual transactions where the entire client portfolio is not considered (transaction-based investment advice) and investment advice considering the client portfolio (portfolio-based investment advice).
FAQs
How does Investment Advisory differ from Asset Management?
With advisory, you receive recommendations from us, but the final investment decision always remains with you.
Can I receive advice for individual transactions only?
Yes. Swiss law distinguishes between transaction-based advice (individual trades) and portfolio-based advice (considering your whole portfolio).
Do I need a large portfolio for Investment Advisory?
Not necessarily. Our advisory service can be tailored to different portfolio sizes and structures.
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