Before making any decisions as to your future wealth management strategy, it is important to make an overall assessment of the adequacy of your existing approach to the management of your family’s wealth.
Is the overall allocation of your portfolio in alignment with your values? Does your current wealth management strategy correspond with your future risk/return expectations? Does it meet your need for both security and liquidity? Are the legal structures both internationally compliant and tax-optimized? Will your current wealth management strategy meet your desire to secure the next generation?
We start a dialogue with you by addressing these and other questions you may have, integrating the overall management of your liquid assets within a financial planning and liability management framework.
Traditional Investments
Kaiser Ritter Partner offers 3 investment approaches:
Mutual Funds – We offer funds in the following styles: Income, Global Portfolio, America Growth, Europe Equity Growth, Far East Equity Growth, Alternative & Equity Fund-of-Funds.
Discretionary Mandates – We offer five types of mandates: Fixed Income, Balanced, Capital Gain, Equities.
Custom Portfolios – We will work with selected portfolio managers to determine a suitable asset allocation and investment strategy based on your overall financial plan.
Banking Services
We provide the following private banking services through our subsidiary Kaiser Ritter Partner Privatbank AG:
- Advisory services
- Discretionary Asset Management
- Trading of equities, fixed income and other securities
- Custody services
- Credit cards and payment services
- Time deposits and fiduciary deposits