Services – International

Investment boutique

Key Personnel with combined investment experience of over 100 years Authorised and regulated by FINMA, Switzerland   Multi-Asset Investment Manager Launched and managed Swiss Financial Partners Convictions Index since 2016

Independent Advice and Best in Class Investments

Independent advice and not tied to any single bank or provider with selection of best in class products. Representing client interest.

Other benefits and services

Negotiated rates with several banks, including prestigious Swiss banks as well as Global and international banks. Swiss financial Partners works with experts in financial planning to meet your present and future needs.

Discretionary Mandates

Delegate the investment decisions concerning your assets to dedicated specialists and benefit from our multi-strategy service to help you reach your financial goals.

Advisory Mandates

Define your individual portfolio and benefit from investment expertise advice across different markets and investment classes.  We will continuously monitor your portfolio to ensure that you achieve your financial goals

Investment Mandate strategy to suit your profile

Fixed Income, Conservative, Balanced, Growth

Selection of Custodian Banks

Due to Swiss Financial Partners relationships with highly regarded Banks, not only do you benefit from reduced bank fees you also have the option to choose the bank that suits your investment direction. Negotiated rates with several banks, including prestigious Swiss banks as well as Global and international banks.

Tailor made structured products

Our open architecture platform allows you to build tailor made structured products while at the same time providing you the best pricing, screening in real time the situation of top Investment Banks.

Global Reporting

Whilst optimising your asset allocation at a Global portfolio level, we continuously report your consolidated Wealth with an overview of total assets.