Wealth Management

Independent asset management provides bespoke solutions suitable for every situation: based on a detailed analysis of the client's needs and expectations, an investment proposal is prepared to fit the client’s risk profile and any specific requirements identified during the analysis. Meetings with managers, monthly newsletters and personalized performance reports establish a direct, transparent relationship with clients, allowing them to keep track of progress toward their goals in a manner consistent with their circumstances.

Compass offers discretionary management of investment fund and securities portfolios

Portfolio Management
in Funds
Bespoke
Portfolio Management

Portfolio Management in Funds

Asset Management through the use of funds offers the following advantages:

  • It permits greater diversification of investments
  • It facilitates access to alternative investment strategies and asset classes such as hedge funds, real estate funds, private equity funds and emerging markets
  • It expedites risk management

Compass’s clients deposit their assets at a bank of their choice, in Switzerland or in other countries.
Compass operates on the basis of a management mandate that governs its activity on behalf of the client, who remains the sole owner of the assets.

Bespoke Portfolio Management

Bespoke portfolio management is the optimal solution for clients with specific needs:
  • It facilitates cash flow planning
  • It allows changes to be made to the portfolio quickly (intra-day)
  • It gives greater discretion to the client in the composition of the portfolio
Compass’s clients deposit the assets to be managed at a bank of their choice, in Switzerland or in other countries. Compass operates on the basis of a management mandate that thoroughly governs our activity on behalf of the client, who remains the sole owner of the assets.

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