Individual Wealth Management

We attend your portfolio from CHF 500'000 according to your individual aspects. You choose between Wealth Management with a limited power of attorney or Wealth Management with advisory services and execution on your behalf.

Individual Wealth Management includes personal portfolio compilation, tailored to the clients needs.
We analyse existing portfolios, conserve useful data for your strategies and replenish in order to optimise your assets.

It is well understood that you can keep your portfolio with the bank of your choice. For your depository bank, Soliswiss acts as your external asset manager.

All credit items of your bank will be displaced transparently and charged with the management fees.