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With the advisory service we are happy to advise on, and execute your orders in, the following investment areas: Bonds and other fixed-income securities Security of capital is important to many clients and bonds, especially those issued by governments and top-quality companies, have traditionally been a cornerstone of the Swiss Private Banking offering. We will help you select appropriate bonds according to your preference for currency, yield, rating, maturity and other factors. Capital-guaranteed investments There are many types of capital-guaranteed products which combine security of principal with the chance to achieve high returns from the performance of one or more financial markets, for example an equity index or exchange-rate. Sometimes a minimum return is guaranteed as well. At maturity, your capital (and any minimum return) will be repaid whatever happens; how much more you receive depends on the actual performance of the market(s) your investment is linked to. For large sums, we can ask a bank to construct an individually-tailored capital guaranteed investment for you, depending on your preference for currency, maturity, minimum return and market(s). Individual Equities Through us you can place orders to buy and sell equities from any listed share market. Offshore funds As a Swiss independent adviser, there are no restrictions on the funds or fund management companies we can recommend. This means there are thousands of offshore funds in our database; our role is to analyse past performance, estimate future return and then select the most suitable funds for each investor, according to his choice of investment style and risk. These include traditional equity and bond funds as well as newer, alternative investments such as hedge funds, private equity funds and property funds. Currencies, commodities, futures and options We are happy to execute orders in these instruments. Clients wishing to trade them should be aware of their volatile nature and comfortable with their high-risk, high-return profile. Insurance Products include offshore “wrap” accounts which combine life insurance with investment. Loans, mortgages and property services Through your Swiss bank, we can arrange home loans (mortgages) on properties in Switzerland and certain other countries. For home loans elsewhere, or any other type of loan, Swiss banks will lend in most currencies against deposits or securities in your account. We can also advise on property purchase, sales and management in the leading European countries and work in partnership with a number of local property consultants and lawyers. |
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