Client Directed Advisory Program

Our Client Directed Advisory Program is ideal for clients who seek investment advice, yet wish to make their own investment decisions.

Our investment advice is focused on your requirements. In order to understand them, we aim to find out more about you, your circumstances and your objectives. We thus create the basis for a solid relationship based on trust – and for solutions that are perfectly suited to your life and wealth situation.

On the basis of our comprehensive market analysis, you select a strategy and reference currency that best suits your investment objectives and risk profile. Your Wealth Management Advisor provides you with investment advice that is in line with your strategy, but the final investment decision remains with you.

Your dedicated Wealth Management Advisor will discuss your portfolio and the market outlook with you on a regular basis.

 

Investment Minimum

  • Client Directed Advisory Program: CHF 2,000,000
  • Client Directed Precious Metals Advisory Program: CHF 1,000,000

 

Reference currencies

  • CHF
  • EUR
  • USD

 

Find out more about Vontobel Swiss Wealth Advisors

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Are you interested in our services or do you have questions? If so, please contact us. We would like to hear from you.

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