Why is Switzerland a Tax-Friendly Nation?
We have so many clients who create a diverse, robust portfolio and hope that will be enough to reach their financial goals. However, some don’t realize that there are opportunities to save more ...
Our objective is to provide our clients with a solution that is adapted to their specific needs in terms of expected returns, risk tolerance, future liquidity requirements and potential tax and legal restrictions.
We select a risk profile that best suits our clients specific objectives.
Through a rigorous investment process, our investment committee then decides on an asset allocation that takes into account various variables like the liquidity of the investment vehicles and the diversification in terms of regions, sectors and currencies. Combined with a rigorous macroeconomic and graphic analysis, we then create a portfolio that aims to achieve an enhanced performance at a given volatility.
We select the best investment vehicles among the world’s leading banks and financial institutions, offering a true open architecture platform to our clients. Unlike many banks and asset managers, we do not invest in any in-house products but rather focus on selecting the best mutual funds, exchange traded funds (ETFs), structured products and hedge funds available in the market.
We use the resources of our research team to monitor and select the universe of long-only and hedge funds. Combined with a unique in-house portfolio management and risk analysis tool, we are able to provide superior risk-adjusted returns to our clients.
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Website: Agenza GmbH
