How We Work For You

We begin by discussing your current financial situation with you in detail in order to tailor a personalised investment program that will best meet your immediate and long-term goals.

You can rely on us for completely impartial information and recommendations as we work for you on an agreed fee basis and not commissions or incentives from suppliers of financial products.

Getting started

Benefits of using Swiss MDA Services

We usually begin by an analysis on your present situation, your needs and whether setting up a Managed Discretionary Account (MDA) service is suitable for you.

A Managed Discretionary Account is one in which the ownership in the various investments remains your own. Your funds are not pooled with those of other investors.

Your MDA will be structured in a way that takes into account your existing investment portfolio, your financial objectives, your tolerance for risk levels and the investment scope determined by the funds you have available for wealth building.

Through your MDA investment program, we will act under your authority to make investment decisions that may enable you to take advantage of dynamic market conditions to suit your risk profile and to protect your investments, ultimately your wealth.

As your MDA client, you have internet access to your investment portfolio and account(s) via your log in set up by us at various Brokers or Financial Institutions. However, if you require written reports, we will provide them at our charge rates. This is different from reports printed out from the Share Broker’s account. Our Financial Service Guide has a fee structure for your reference.