Investment Management
Looking for a tailored investment service or a partner to assist you with your investment choices? We are here to help. As an independently owned investment firm, we take pride in offering personalized service and a proven track record of delivering customized solutions.
Investment Strategy
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For your classic assets, we offer you active asset management with automated profit protection and loss limitation as well as dynamic trailing stops.
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In addition, we use alternative investments, as agreed with the client, in a targeted manner in order to be able to benefit from both rising and falling prices. We focus primarily on investments in precious metals, commodity or real estate, as well as ETFs and AMCs on short indices. Thanks to the low correlation to classic equity investments, the use of these investment instruments offers the opportunity to optimise the risk-return profile of a securities portfolio.​
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In our focused investment strategies, we offer our clients secure and profitable investment solutions from as little as CHF 250,000. Whether it's a sophisticated trend-following model or active portfolio management – the right mandate for every investor. - Equity strategies with a clear focus - Income strategy only with bonds.
Investment Philosophy
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Swiss Portfolio Management AG operates an actively managed client portfolio, deploying capital also into the alternative financial services ecosystem. Our aim is to generate better risk-adjusted returns than a buy-and-hold strategy or an indexed portfolio.
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Risk management is at the core of our strategy. We will use an array of techniques and instruments in order to manage volatility and the downside risk in any investment undertaken. Capital preservation strategy always comes first.​
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Swiss Portfolio Management AG will mainly focus on the most discounted alternative financial assets. The investment universe will be monitored constantly in order to detect new opportunities for the client portfolios. Through our global network of associated partners we are able to source the most lucrative opportunities for our clients.