Investing with a tailor-made approach
We are dedicated to tailor-made investment processes.
We recognise that zero risk does not exist, but controlled risk does! Every day we work to develop investment strategies that meet the individual needs and requirements of our clients.
Our goal is to ensure that each investment is in line with the client's risk profile, currency and return expectations.
Through an open and ongoing dialogue, we define the best strategies, adapting our solutions to specific requirements.
We implement a dynamic management strategy, adapting it over time to both changing market conditions and evolving needs. This allows us to offer the safest investments possible, while maintaining the flexibility to respond to changes.
Using proprietary models, we develop an independent approach to investments, aimed at creating model portfolios that meet a wide variety of needs.
At Finpromotion, we guide clients through every step of the investment process, from initial planning to active portfolio management. Our experience and knowledge of the markets make us the ideal partner for those looking to invest not only in Switzerland, but also globally.
“Sustainable investing refers to a set of practices in which investors aim to achieve financial returns while promoting long-term environmental or social value”
Harvard Business School