Protecting and growing your assets in the long term requires experience, foresight and a reliable partner.
At swisspartners, we combine sound risk analyses, a structured investment process and modern technologies to develop future-proof solutions for you. Our experienced investment experts support you with a tailor-made concept that takes your individual life situation and financial goals into account.
Because we take your life as it comes – and shape your financial future together with you.
Leave the investment decisions to our team of experts. We make all decisions on the basis of your personal investment profile and in accordance with the previously agreed criteria.
Stay active in your decisions and use our expertise as support. You decide for yourself, but benefit from innovative investment ideas and strategic advice from our experts. Ideal for investors who deal intensively with the financial markets.
Trade independently and let us take care of the administrative tasks. You decide independently on purchases and sales, while we take care of the execution.
We offer you a transparent overview of all your assets, even if they are held at different banks. Only a consolidated view makes it possible to assess opportunities and risks comprehensively and with foresight.
Every asset is unique and every risk must be considered individually. We work with you to develop a detailed investment profile based on your risk appetite and objectives – the basis for all future decisions.
Financial markets are constantly changing. We continuously monitor your portfolio and adjust it regularly to minimize risks and keep your investment strategy flexible.
Investing is a dynamic process that requires constant adaptation. swisspartners monitors your portfolio on an ongoing basis and responds proactively to changes in the markets and the regulatory environment. Our goal: customized, reliable solutions that adapt to your life. We live this claim every day with passion and care – for your financial future.
Sustainability means investing today without jeopardizing opportunities of future generations. In the face of climate change and growing environmental pollution, responsible investing has gained importance. swisspartners helps you deploy capital strategically while promoting sustainable companies.
ESG investments reduce risks and offer opportunities: they not only protect your own capital, but also promote change towards greater sustainability. By selecting responsible companies, you reduce the risk of investing in companies that could later struggle with environmental penalties or outdated business models.
Our portfolios combine sustainability criteria with a clear target return. Together with Sustainalytics (Morningstar), we analyze companies in terms of their carbon footprint and sense of responsibility. The result is an investment strategy that takes ecological factors into account without losing sight of value growth.
Morningstar and Sustainalytics
Morningstar and Sustainalytics are global leaders in sustainability analysis and fund evaluation. Sustainalytics provides in-depth insights into over 20,000 companies and supports swisspartners in ESG analysis.
In addition to secure trading, we also offer custody of digital assets and the option of Lombard loans via our partner. In this way, digital assets become a seamless part of a comprehensive asset strategy – and you receive a portfolio that moves with the times.
