Goal: To elaborate potential ways of co-operating in Switzerland by booking clients and managing their accounts in the most traditional way in Switzerland.
Clearly central to the independent asset manager is the customer and his/her individual requirements. This is absolutely guaranteed, because the commercial success of the independent asset manager is direct linked to the success he/she brings to the client. An independent can manage the client's capital according to his/her own convictions without having to consider the business interests of third parties, such as a bank.
The independent asset manager values a long-term personal relationship and takes time for tailored c...