A standard discretionary portfolio management

You entrust Crottaz Finance with the management responsibility. This takes the form of a discretionary management agreement which meets the rules established by the Swiss Bankers Association: ASB. After an assessment of your objective and subjective choices in terms of capital fluctuations an investment profile is determined. Crottaz Finance then manages the portfolio according to the chosen strategy.

A tailor made management of your portfolio

For portfolios of a certain size, it is possible to set up a customized management. The client instructs for example, the currencies or vehicles of investment he wishes Crottaz Finance to invest in. A specific asset allocation is built.

A permanent advice and follow up of your portfolio

Via an active advice management agreement, you use Crottaz Finance services, but make your own investment decisioins.