Wealth Management
Diversification, global access, and personalized control
Wealth Management
Compass Asset Management offers two forms of portfolio management — fund-based and securities-based — designed around each client’s profile, investment horizon, and financial objectives.
Every mandate is personalized, transparent, and clearly structured, ensuring a consistent and independent approach to wealth management.
The offering is not structured around a single management model; instead, it enables a synergistic integration of fund-based and securities-based management within a single mandate.
This approach allows clients to balance diversification and strategic access with the operational flexibility and direct oversight typical of securities-based management, resulting in a harmonised, tailored solution fully aligned with their objectives.
Portfolio Management in Funds
Diversification and access to global strategies
Fund-based portfolio management allows for the construction of broadly diversified and flexible portfolios, with access to thematic, sectoral, and alternative funds — including hedge funds, real estate, private equity, and emerging markets.
Main advantages:
- Broader portfolio diversification
- Access to advanced strategies and alternative asset classes
- Continuous risk monitoring through tools overseen by our specialists
Each solution is built on a structured analysis of client needs and formalized through a clear discretionary mandate that defines objectives and operational limits.
Bespoke Portfolio Management
Securities-based portfolio management offers a highly customizable solution for clients who wish to maintain a direct relationship with the performance of their portfolio, while benefiting from a flexible and transparent structure aligned with their financial and wealth objectives.
Key strengths:
- Flexibility in portfolio composition
- Detailed cash flow monitoring and liquidity planning
- Direct involvement in asset allocation decisions
Assets remain deposited with a bank chosen by the client, in Switzerland or abroad.
Compass operates exclusively under a discretionary mandate, providing personalized reporting and regular review meetings to ensure clarity, traceability, and consistency with agreed objectives.