Thirdbrain Wealth Management has developed its own technology, ThirdBrainFxTM, to optimize portfolios through diversified allocations across more than 24,000 funds covering asset classes like equities, bonds, real estate, and commodities. It offers clients a process of interviews to understand their goals and risk profile before presenting customized portfolio recommendations across conservative, dynamic, and aggressive structured products.
3. Our range of products offers numerous
possibilities for portfolio optimization through a
diversified allocation in more than 24’000 funds.
Asset Allocation
Quantitative Funds
Equity Funds
Emerging Market
Bond Funds
Social Responsability Funds
Money Market
Capital preservation
Real Estate
Sauerborn Funds
Vitainvest Funds
Energie
Inflation
Warrants
Forex
Futures
Obligations
4. 3 interviews to define together your wealth management goals
YourGoals Goals
Interviews
OurAnswer
Products
show
Yourdecision
Kick
Off
Where you are in
Wealth
Management ?
Where do you
want to go ?
We show you 3
structured
products :
conservative,
dynamic and
aggressive
We decide
together what
allocation for
what profile
and we start
making money