The core activity of Bächli & Partner AG is wealth management, particularly investment advice and wealth management for private clients, as well as the development of tailored solutions for navigating financial markets.
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Asset management for portfolios based on financial situation, needs and preferences; including an individual investment strategy, regular review and adjustment, and support across banks.
Wealth management mandate
Mandate to delegate investment decisions; defines the investment strategy, risk tolerance, objectives, fee structure and reporting and includes ongoing portfolio management.
Investment strategy
Individual long-term, diversified and risk-aware investment strategy focused on net return after costs and high tax efficiency of the investment portfolio.
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