Fund selection

Funds are selected on the basis of a comprehensive questionnaire and an internal due diligence process. We are in direct and continuous contact with the fund manager responsible. We are constantly searching for new and attractive investment products for our clients. Our team has a substantial network in Switzerland, Europe and South America.

  • We define the quality of a fund based on its past performance and the reliability of the fund manager.
  • We seek direct contact with the persons responsible for making investment decisions
  • We are constantly searching for new and attractive investment products.

We have a substantial network and therefore have direct access to decision-makers.

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