CP & PARTNERS SA provides independent financial advisory and asset/wealth management services. It assesses clients’ overall financial situation—considering objectives, risk profile and regulatory, tax, pension and succession aspects—and offers discretionary portfolio management focused on diversification and risk control; it is authorized by FINMA as an asset manager.
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Support for financial planning and investment management; analysis of the overall wealth situation considering financial objectives, family circumstances, risk, regulatory, tax, pension and succession aspects.
Wealth management
Discretionary and individualised management of the investment portfolio; definition of the investment profile, selection of financial instruments, diversification and risk monitoring.
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