Independent solutions for your investments -
itag Portfolio Management Ltd
Our core competency is the active management of liquid asset components traded on the stock market (bankable assets). We differentiate ourselves from the competition through the various advisory and fee models offered, but also through complete independence and neutrality in the selection of optimal investment or investment products for you. In this way, we are able to implement the optimal investment and risk strategy most suited to your circumstances. Important for us are your long term interests and your long term portfolio performance, whilst keeping in mind your personal risk and wealth situation. The latter also includes engaging the knowledge of our colleagues within the group in the areas of Advisory Services and Corporate Finance. Thus we support you, for example, in the sale of a family business or your real estate in Switzerland or internationally as effectively as in the reinvestment of the resulting assets received, and do so in accordance with your risk and personal life objectives. As a securities dealer under the Swiss Financial Market Supervisory Authority (FINMA), we fulfil the highest standards of professionalism and discretion on these assignments.
Wealth management and advisory
Investment controlling
