DirectInvest Wealth Management with direct investments

Based on a detailed analysis of your asset and income situation, your future plans and commitments, your return expectations and appetite for risk, we work with you to develop your individual investment strategy.

In the shares section, the strategy is implemented with the quantitative models of the B&P QuantAnalysis. The bond section is managed according to conventional methods, based on the key criteria of creditworthiness, term and currency. Other financial products such as special funds or structured products are used on a situative basis. On the basis of B&P QuantAnalysis, we manage assets starting from CHF 300,000 or 200,000 Euros.

Your advantages:

  • Your assets are placed in direct investments and special funds according to your personal requirements. Thanks to B&P QuantAnalysis, added value can be generated on the share section in the longer term.
  • You have an account and a safekeeping account in your name at a reputable Swiss or Liechtenstein bank and your capital can be available to you immediately if necessary.
  • Under the terms of an asset management mandate, B&P makes investment decisions independently and is solely committed to your interests.
  • Thanks to Internet access, you have complete transparency regarding your investments at all times – anonymous and discreet.

Contact us for a non-committal appointment.