Take advantage from our independence
As an independent company we are not tied to individual banks and their products. So we are free to choose for you from the entire investment universe.
This means is that everything revolves around your needs and your expectations. Our starting point is your individual risk profile which we carefully discuss with you at the start of the relationship and commit to in writing.
Our concept is based on a “partnership triangle” of client, Invest-Partners and custodian bank.
Our firm, headquartered in the Swiss financial centre of Zurich, stands for a high level of stability and trust spanning generations. In addition to the classic discretionary portfolio management mandate we also offer active advisory mandates on request. Here we support our clients with ideas and advice to help them reach suitable investment decisions. Thanks to our independence we are also qualified to give a professional second opinion on the composition of a portfolio, for example on a monthly or quarterly basis.
Invest-Partners is formed by over twenty independent portfolio managers
Every single one has many years of private client banking experience. Each of us is multilingual and has considerable expertise in a range of specialist areas. Collectively we form a valuable knowledge pool which can be freely accessed by each partner.