Compass AM draws on its over 20 years of experience to complete its range of management services with wealth and estate planning and risk management
In our work we have gained extensive experience in wealth and estate planning for our private-banking clients.
We have formed a series of relationships with professionals and firms active in the sector through which we can offer clients a range of solutions in a fully transparent and cost-effective way.
Our experience and the network we have created are made available to our clients without absolutely any conflicts of interest.
The risk in a financial investment is usually associated with its volatility, ie the fluctuation in short-term results compared to the long-term average performance.
At Compass, investment management is supported by a Risk Management System, designed in-house over the last 15 years to minimize the main risk factors.