Six pieces of work
Each has its own scope, its own deliverable and its own fee. You can take one without taking the others, and a portfolio review is where most people start, because it is hard to decide anything until you know what you already hold and what it costs you.
Investment advice
What to buy, in what proportion, and when to leave it alone. We research and recommend; you place every trade yourself, from your own account.
You want to invest in shares and other assets without handing over control to do it
Portfolio review
A second opinion on what you already hold: what it actually costs you, what it is really exposed to, and what you would not buy again today.
You hold a portfolio assembled over years and have never seen it assessed as a whole
Building a first portfolio
For money that has sat in a bank account too long. What to open, what to buy, in what order, and how not to undo it in the first bad month.
You have savings earning nothing and a growing suspicion that this is itself a decision
Concentrated positions
Employer shares, RSUs, an inherited holding, or one winner that grew into most of your net worth. What to do about it, on a schedule rather than in a moment.
A single company carries a large share of your investable assets
Retirement investing
Pillar 3a (Säule 3a), vested benefits and pension capital, invested rather than left in cash, and the drawdown question that follows.
Your pillar 3a has sat in a cash account earning almost nothing for years
Tax-aware investing
Swiss investors are taxed on wealth and on income, not usually on capital gains. Build a portfolio that ignores this and you hand over returns you never had to.
You hold income-heavy funds without knowing what they add to your tax bill
Not sure which one you need?
That is the normal starting point, and it is what the first call is for. Half an hour, no charge, and you leave with an honest view of what would actually help — including when the answer is that you do not need us yet.
Book a 30-minute call