Wealth Management: Our Investment Approach
Laurent Gagnebin, CEO, Swiss Wealth Management
We believe it is important to ensure you have a clear understanding of why we focus on preserving and growing your wealth, what can be expected from us and how our different investment approaches can meet your objectives.
As our clients come from all over the world, they need investment solutions that are internationally focused and flexible. To answer this call we have created two investment approaches to better address clients' needs: one offering a market-orientated “Top-down” investment strategy (Mosaique); the other a company-focused “Bottom-up” approach (New Court) both focused on preserving the real value of your wealth.
On the following pages we take you through our thinking and commitment we apply to each of these approaches when managing your wealth.
Our aim is to provide you with a smooth investment journey - one which is important to your investment needs and building together a long-term partnership.
In this Investment Approach:
Foreword (current page)
Download the full Our Investment Approach in PDF format (PDF 1.82 MB)