The core activity of Mount-Invest SA is independent wealth management and international private banking, particularly investment advisory and asset management services for private and institutional clients.
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Industry:External Asset Management
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Independent wealth management for private individuals and institutional clients, with a global wealth-management approach, banking relationships, investment policy and research.
Investment Advisory
Investment advice and recommendations provided by a dedicated advisor, with the final decision made by the client and advisory portfolios / consulting.
Mandate Administration
Delegated portfolio management mandates with transfer of investment decisions to Mount-Invest specialists, based on defined risk profiles.
Family Office
Family office services for families and special groups, with tailored solutions and comprehensive support.
Investment Strategies by Risk Profile
Defensive, Balanced, Growth and Special Mandate investment strategies with different objectives for capital preservation, growth, income and absolute return.
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