We determine your personal investor profile based on your individual needs and wishes, your financial goals and your financial situation. Investment success depends to a large extent on the chosen strategy. Our experience shows that investors' needs are usually focused on a few specific risk-return profiles. That is why we offer six investment strategies - risk-controlled in the reference currencies EUR, CHF and USD.

Of course we also take individual wishes with regard to markets, currencies, and other factors into account. We provide a simple and easy-to-understand visualisation of your investment strategy. We can show you interactively how your assets would have performed during historical market events. Test how your strategy would have performed during a past economic crisis compared to other investment strategies.

Based on your personal investment strategy, your individual wishes, and the bank's market analyses and recommendations, you will receive a customised investment proposal that aims for the best possible risk/reward ratio. The proposal will point out clearly and understandably why the recommendations provided are the best solution for your situation, providing the ideal basis for your implementation decision.

We use innovative technology to systematically monitor your portfolio. Where action needs to be taken, we will send you a new investment proposal in accordance with your advisory model. This allows you to minimise risks and take advantage of market opportunities.