Multi Asset Strategy
Opening an investment account in Switzerland adds global diversification to your portfolio. However, putting an insurance wrapper around an investment account provides many substantial benefits a regular bank account cannot deliver.
In addition to strict client confidentiality, the Multi Asset Strategy will give you unique asset protection against creditors and collection proceedings, simplified estate planning and income tax deferral.
The Multi Asset Strategy is available in one of six underlying investment strategies: Conservative, Balanced, Enhanced, Dynamic, Fixed Income, and Money Market Fund. Which strategy is best for you depends on the earnings potential you are aiming for and your risk tolerance.
When investing in a Multi Asset Strategy you are placing your funds in an innovative and internationally oriented insurance company located in one of the world’s most-sophisticated financial centers combined with fine tuned Swiss portfolio management skills.
You can download the Multi Asset Strategy information brochure and a sample proposal on the available strategies for your review.
(Minimum amount of investment CHF 50,000 or equivalent in another currency.)
To find out more and to receive a confidential Personal Proposal Package for your review without obligation, please go to Getting started. All information is treated confidentially.
Tailor-made investment solutions to meet your needs >
Opening an investment account in Switzerland adds global diversification to your portfolio. However, putting an insurance wrapper around an investment account provides many substantial benefits a regular bank account cannot deliver.
In addition to strict client confidentiality, the Multi Asset Strategy will give you unique asset protection against creditors and collection proceedings, simplified estate planning and income tax deferral.
The Multi Asset Strategy is available in one of six underlying investment strategies: Conservative, Balanced, Enhanced, Dynamic, Fixed Income, and Money Market Fund. Which strategy is best for you depends on the earnings potential you are aiming for and your risk tolerance.
When investing in a Multi Asset Strategy you are placing your funds in an innovative and internationally oriented insurance company located in one of the world’s most-sophisticated financial centers combined with fine tuned Swiss portfolio management skills.
You can download the Multi Asset Strategy information brochure and a sample proposal on the available strategies for your review.
(Minimum amount of investment CHF 50,000 or equivalent in another currency.)
To find out more and to receive a confidential Personal Proposal Package for your review without obligation, please go to Getting started. All information is treated confidentially.
Tailor-made investment solutions to meet your needs >
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