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