Offering & Added value

What we do & what we don’t do

What we do

We are fixed income specialists.

We select our investments and follow them through our own research, market knowledge and broad professional network.

After having identified our client’s goals and risk tolerances, we implement these parameters to our investment strategy directly on the client’s own account.

We dedicate our expertise to build a bespoke portfolio and then we constantly monitor and optimize it so it can deliver the expected performance and generate a flow of revenue that can be used or be reinvested following client’s wishes.

We offer a specific and detailed reporting to our clients that comes in addition to the reporting provided by the client’s bank.

We also offer advisory services to professional and institutional clients.

FIXED INCOME SPECIALISTS

WE SELECT & FOLLOW OUR INVESTMENTS

SPECIFIC AND DETAILED REPORTING

ADVISORY SERVICES TO PROFESSIONAL & INSTITUTIONAL CLIENTS

What we don’t do

Being a specialized firm, we concentrate all our efforts on what we do best. Despite having other skills and competences, we do not offer other services (wealth & tax planning, real-estate, private equity, Concierge & family office, etc…)

Would you like to know more about Swisscrest and its service?