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At Alphaswiss we don’t believe in pushing one-size-fits-all strategies. Your portfolio is fully bespoke, built and managed around your needs and designed to meet your objectives. Our own views on the market only come into play once we’ve listened to and understood your goals – never before.
Because our business model is free of any conflict of interest – we don’t receive inducements from custodian banks or fund managers – there is no incentive to favour one investment over another. Instead, we are free to examine the broader asset universe, including equity and debt non-listed investments, and select only what promises to offer you the best value.
Additionally, you benefit from the attractive fee schedules we negotiate with top banks, which reduce the total expense ratio (total cost) of your portfolio. And, with the careful collaboration of your tax advisor, we ensure that your portfolio is as fiscally efficient as possible.