facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Guiding You to international diversification

Services Overview

As an independent asset manager, providing you with the knowledge and resources you need to internationally diversify is what we do best. Without commission incentives and conflicts of interests, we are able to deliver recommendations that solely serve your best interests.

We are associated with several first-class private banks in Switzerland, Liechtenstein and Austria, which act as custodian banks for our client’s accounts. Our asset management principles are guided by conservative, long-term oriented capital preservation strategies. Our focus is personalized service. We structure a portfolio, which will be insulated against US Dollar depreciation, yet capitalize on overseas investment opportunities.

Each client maintains an individual and segregated account with the bank in his/her own name or in the name of a legal entity. We manage every account separately under an individual, tailor-made mandate. There is never any co-mingling of assets between clients.

We work closely with each client, taking into account personal circumstances, age, time horizon, available capital, investment needs, risk appetite as well as preferences. The importance of our familiarity with international clients is that we are already sensitive to your needs and concerns.

Service

Terms


Pilatus - Permanent Portfolio
You would like to dip your toe into the waters of international diversification with a standardized moderate investment portfolio.

Account Minimum: US$ 250,000
Management Fee: 1% per year
Concierge Services: Charged on an hourly basis as incurred


Eiger
- Asset Management
You would like to profit from international diversification and want a tailor-made investment portfolio at the custodian bank of your choice.

Account Minimum: US$ 500,000
Management Fee: 1.5% per year up to $5 million
Concierge Services: Charged on an hourly basis as incurred


Dom - Concierge Level
Additionally to having an individualized investment strategy you are looking for even more personalized service by getting access to concierge services and a yearly personal visit.

Account Minimum: US$ 1,000,000
Management Fee: 1.5% per year
Flat Fee: US$ 10,000 per year
Concierge Services: 20 hours a year included