Fast Financial Boosts for Improved Money Management
I get scared when I remember learning to drive. At fifteen I was impatient, full of nervous energy and so...
All of 1Swiss investment expertise at your fingertips.
Do you want to remain in full control of your investments, but sometimes struggle to keep on top of the increasingly fast-paced and regulated world of financial markets? If so, then 1Swiss advisory mandates could be the right solution for you.
Our advisory mandates offer expert investment strategies that are aligned with your financial situation and objectives. You benefit from the support of our financial experts at every turn, while having the final say on any investment decision.
Maintain full control of all your investment decisions and get strategic and tactical advice to meet your individual needs.
Gain access to personal investment advice from your dedicated relationship manage
Benefit from our daily portfolio monitoring and research expertise by accessing or receiving our publications.
Our first priority is to understand your needs and goals. To do this, we explore questions such as: What matters to you? How involved do you want to be in your investments? What is your investment horizon? We also determine your risk profile and explore investment themes you could be interested in.
Once we have completed this process, you define with your relationship manager the frequency of interaction you wish to have. Your investment advisor or your relationship manager will then begin actively supporting you with your investments. You will receive individual investment ideas tailored to your portfolio, and naturally also have the flexibility to implement investment ideas of your choice. Depending on the mandate you select, you will also be able to choose from a range of portfolio monitoring options.
The products and services offered depend on the domicile of the client and the legal entity of 1Swiss.
Investment advisors and relationship managers who truly understand your financial situation and objectives.
Benefit from over 400 experts across the bank who support your relationship manager in providing tailored advice.
Our open architecture enables you to invest in long-term trends and gain access to industries with high barriers to entry.
You have the possibility to choose between a range of investment strategies and profiles, which vary depending on the model you select as well as your risk appetite and investment horizon. Ultimately, you make every investment decision.
With 1Swiss, you have access to a large range of in-house solutions, but you also benefit from our open architecture, which allows you to invest in vehicles from carefully selected fund managers. In addition, senior members of our management (ie our CIO, Head of Research) are available to answer your questions should you wish to discuss our investment strategy or talk about markets more generally. With 1Swiss, you also have the possibility to invest in a very large range of instruments.
That depends entirely on your personal preferences, and on which mandate you ultimately choose. Interaction can be monthly, weekly, or even daily.
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