Financial Advisement  & Wealth Management

By focusing on our clients’ needs and actively managing the actual market conditions, we aim to achieve the goals that are set in a personalised process. With decades of experience, agility and progressive thinking, we provide the advantage that is needed in todays market.  

We restructure and manage our clients' portfolios, creating the best possible tailor-made solutions for them. 

We are not just talking about diversification. Instead we evaluate and ensure the right mix, by including the following assets classes into the process: 

 - Alternative Investments

- Bonds (the whole range, from Investment grade to perpetual, according to our client-partners risk profile)

- Commodities

- Derivatives

- Stocks (the whole range, from listed to unlisted companies according to client risk profile)

- ETFs

- External Funds

- FOREX Products    

- Hedge Funds

- Structured Products

- Real Estate > Find out more

- Tangible assets (precious metals, et. al.) 

For more information about our Financial Advisement services please contact us at welcome@nordicinvest.ch or simply call +41 44 202 77 77