Activities & Services
The management of your assets is at the heart of our mission. Our team of professional asset managers systematically monitors the investment universe and mobilizes all our resources to meet your expectations in terms of risks and returns.
An analysis of your personal needs and expectations is the starting point to help us structure your portfolio to meet your requirements. Once we fully understand your situation, we build a portfolio that aims to strike the right balance between capital preservation, generating income and pursuing growth. Securing currency diversification and currency risk protection is fundamental in this process.
Our investment managers analyze all of the criteria which define your profile: investment horizon, tolerance for risk, preference for capital growth or regular revenue, diversification and income objectives.
Hyposwiss Private Bank Genève SA offers a discretionary investment mandate through which the wealth manager and our research team of specialists are entrusted by the investor with the active management of his/her financial assets and assume responsibility for all investment decisions within the framework of the investment mandate.
An analysis of your personal expectations is the starting point to help us structure your portfolio to meet your requirements. Once we fully understand your situation, we build a portfolio that aims to strike the right balance between capital preservation, generating income and pursuing growth; securing currency allocation and currency risk protection is fundamental.
Whatever type of management mandate you entrust to us – Conservative, Balanced, Growth or Dynamic – our investment managers analyze all of the criteria which define your profile, while taking into account your personal situation, your requirements and your investment return expectations: investment horizon, tolerance for risk, preference for capital growth or regular revenue, diversification and income objectives.
Asset allocation represents the most critical part of the investment process and is a significant determinant of portfolio performance. It is generally responsible for over 80% of returns in a diversified portfolio and is therefore a key contributing factor to portfolio returns.
For investors who want to be actively involved in the management of their portfolio and assets, Hyposwiss proposes an advisory mandate. Investment decisions are reached with the investor through an exchange of information and discussion with the Hyposwiss Advisory Team of experienced investment professionals. Achieving the most rewarding results requires personal communication with Hyposwiss as your reliable partner. You will have the full attention of a dedicated professional Investment Advisor who will endeavour to understand your goals and your needs in order to be a provider of solutions.
Keeping abreast daily on the foreign exchange and stock markets, the Hyposwiss team has state-of-the-art technologies at their disposal for a professional analysis to keep you informed of developments, products, special situations and opportunities. Our investment professionals will provide you with the information and ideas you need to capitalize on a full range of investment opportunities.
The Hyposwiss team, having access to selective research of both traditional and alternative investment funds through our Monitor List for managed assets, will also advise investors on the choice of appropriate strategies. Our “Monitor List” includes a recommended selection of Third Party Funds covering different asset classes and strategies, established for performance oriented portfolios.
Asset allocation represents the most critical part of the investment process and is a significant determinant of portfolio performance. It is responsible for over 80% of returns in a diversified portfolio and is therefore a key contributing factor to portfolio returns.
- It is essential to receive highly professional advice regarding your wealth and estate planning. Coordinating the best skills and legal expertise, we assist in the structuring of your assets to fit your needs, in accordance with regulatory and fiscal requirements.
- We analyze your commitments and clarify any matter relating to tax, your property values, your pension assets as well as matrimonial and succession issues. We work with Premier Swiss and international specialists in all fields of engineering and financial planning.
In both Geneva and Monaco, our activities have been expanded to service high net worth families that seek advice for preserving and growing their assets.
Our aim is:
- To assist high net worth families in determining an appropriate strategy together with external qualified professionals in areas such as estate, trust, tax and insurance planning,
- To meet the personal needs of family members and ensure the transfer of their assets from one generation to the next by coordinating the best skills in tax and legal expertise
- To provide a global investment advice to grow and monitor family assets by determining the most appropriate strategic asset allocation and offer access to the best international providers of our network.
Independent Asset Managers
Hyposwiss Private Bank Genève SA, as a private bank specialized in portfolio management for several decades, offers its financial services to independent wealth managers.
As custodian bank of your clients’ assets, we offer you efficient administrative support, acting on your behalf in all banking activities and services including : fiduciary deposits, fixed income and convertible bonds, stock trading, traditional and alternative funds, structured products, derivatives as well as Lombard credit facilities, mortgages, pledges and guarantees.
By assuming all administrative tasks, Hyposwiss allows you to serve the best interests of your clients and to focus on managing their portfolios, while reducing costs. Our relationship manager will administer your clients’ accounts, execute your instructions and coordinate our investment specialists’ recommendations. Our External Asset Managers team will offer you and your clients a wide range of financial products adapted to meet your requirements and optimize your performance.