Wealth Management

Investment Management and Asset Advisory
Within the scope of a mandate we manage your assets according to specified guidelines. Our product selection is independent and free of all and any sales objectives. We prefer liquid, cost effective and transparent investment products. Bank assets are placed with high quality custodian banks. Depending on the type of mandate investment decisions remain with the client or are entrusted to us.

Asset Structuring
Large and complex wealth structures (several custodian banks, real estate, participations in non listed companies, insurances, etc.) are structured so as to render account to the individual risk / performance profile. In addition to the strategic view (which includes the liabilities) we embrace also a dynamic optimization (cash flow management, rebalancing of asset classes and sizes).

Asset Consolidation and Reporting
Large bankable assets - mostly held at several banks - are consolidated periodically in an easy to read and understandable report. These reports serve as the basis for periodic meetings, reviews and new decisions.

Investment Approach
Most investors think "absolute". They do not want to lose money during "bad times" but still benefit from a good performance in "good times". Our investment concept is simple and accommodative: We strive to protect the entrusted assets against uncontrolled losses while participating in good markets. If so desired, we remain in close contact with our clients.

(c) 2009 by Cottonfield Family Office AG