Satisfying investment goals by focusing on individual preferences

    • Analyzing existing portfolios to optimize returns.

    • Sourcing top-quality research from award-winning firms with global perspectives.

    • Helping clients develop their portfolio strategy and selecting investments aligned with that strategy.

    • Reviewing and optimizing a portfolio’s risk/return appropriate to a client’s investment profile.

    • Matching clients with a private bank that would suit their needs and facilitate the opening of bank accounts.

    • Managing client portfolios according to their specific needs, preferences and risk profiles, including managing multi-currency deposits and investments in physical metals.

    • Ensuring transparent reporting, tailored to a client’s needs.

    • Ensuring a smooth transition of family businesses and continuity of wealth management between generations.

REGULATION

Regulation of the global financial industry has increased dramatically in recent years.

Today, independent asset managers in Switzerland must either be affiliated with a self-regulatory organization (SRO), which indirectly supervises them, or regulated directly by FINMA, the Swiss Financial Market Supervisory Authority.

Strategic Asset Management SA is a member of the “Organisme de Surveillance pour Intermédiaires Financiers & Trustees (SO-FIT),” a leading Swiss SRO.

As an active member of this organization, we adhere to all regulations, guidelines, and the code of conduct for independent asset managers in Switzerland.

Contact us for a private, no obligation consultation.