tel: +41 26 309 23 50

fax: +41 26 309 23 59

info@swinvest.ch

Swinvest Ltd

1, Square des Places

CH-1700 Fribourg

 

Our philosophy

Our philosophy

As far as managing your assets is concerned, we can offer you the following options from which you are free to choose:

 

Discretionary management

You instruct us to manage your assets based on your risk profile and your objectives, as well as parameters which we will have assessed and prepared in advance. You benefit from our asset management expertise as well as from the open-ended architecture of our network of partners.

Our offer is based on three risk profiles :

  • Defensive

a strategy aimed above all at long-term capital preservation with a low level of risk                 (recommended investment horizon of between 3 and 5 years).

  • Balanced     

investment objective focusing on average, long-term capital growth
(recommended investment horizon of between 5 and 7 years).

  • Dynamic    

greater, long-term potential capital growth, but subject to greater fluctuations
(recommended investment horizon of between 8 and 10 years).



 

 

Advisory management

This solution is designed for all those wishing to benefit from our skills and our network while retaining the power to take their own decisions.

The freedom which Swinvest has to choose its partners, associates and contact partners allows us to guarantee you consulting services with no conflict of interests.