Wealth with quality
and continuity.
Quality and continuity in investment advice. We structure your wealth consistently around your goals and your personal risk profile.
Investing with foresight.
Successful investing is not a question of the right moment, but of the right structure. We view your wealth as a whole, align it with your life goals and build a portfolio that holds up even in turbulent markets. The focus is not on short-term returns, but on reliable growth over the years.
As an independent advisory house we are tied to no fund provider and no bank. We select from the entire market, focus rigorously on costs and quality and explain every recommendation clearly. So the final decision always stays with you, backed by a sound and honest assessment.
Book an investment talkFour principles for your wealth.
Every SWISSVIVO investment strategy rests on the same four pillars. They ensure your capital is invested with discipline and a clear goal.
Diversification
We spread your capital broadly across asset classes, regions and sectors.
Risk profile
Before investing, we clarify your goals, your time horizon and your risk appetite.
Cost efficiency
Every percent in fees eats into your return.
Continuity
We stay true to our line, even when markets fluctuate.
Clarity instead of
conflicts of interest.
Investment advice is a matter of trust. That is why we are open about how we work, what costs arise and how your portfolio develops. You keep the overview and control of your capital at all times.
Independent product selectionWe select from the entire market and recommend only what serves your goals.
Transparent costsEvery fee is disclosed and explained. No hidden margins, no surprises.
Regular reportingYou receive clear reports on the development of your wealth whenever you wish.
Long-term perspectiveWe think in decades and accompany your wealth through every market phase.
Your investment strategy
in four steps.
From the initial assessment to ongoing monitoring, we follow a clear, transparent process. This creates a strategy you understand and can trust, in every market situation.
Book an investment talkGoal definition
We clarify what you want to achieve with your wealth, in what timeframe and with what risk appetite.
Strategy
On this basis we design a tailored investment strategy with a suitable allocation across asset classes.
Implementation
We implement the strategy with cost-efficient instruments. You retain full decision-making authority at all times.
Monitoring
We monitor your portfolio continuously, inform you transparently and adjust when markets or goals change.
Answers about your investment.
What investors often want to know before the first meeting.
Savings plan calculator
See how your wealth grows over the years with a regular savings plan, thanks to compound interest.
Model calculation with a constant return. Actual returns fluctuate and are not guaranteed.