DELTA COACHING
SWISS PRIVATE BANKING
Active and Independent
Whether it's a large or a small estate - we ensure stabile growth thanks to our active asset management. For us, the independence of banks and funds is a matter of course so that we can build the best possible portfolio for our customer's goals. Our performance is proof of this-even in difficult times.
Transparency ensures clarity and trust. Our customer can retrace each of our steps.
+++ for Private Banking
Until now, Swiss Private Banking was reserved for the rich. Now, every customer can benefit from our special advantages:
+ Don't forgo excellent returns in favour of security
+ We find the best on the market for our customers independently of banks and funds
+ Active asset management in connection with our CORE SATELLITE STRATEGY permits a high degree of flexibility in regard to changes in the market or in our customers' situations
+++ for Depositary Banks
In order to satisfy our customers' needs, we work together with top banks in Switzerland and Liechtenstein.
Each customer has their own account with three currencies: Swiss francs, Euros, and US dollars. For this account, we have only limited authorisation to order and manage securities. Payment transactions are reserved for the customer.
The following aspects are important to us when choosing our bank partners:
+ Transparency and security
+ Reputation and stability
+ Cost-benefit ratio
We have the right partners for both the small investor and saver and the larger and institutional investor. With our Wealth Management, we and our bank partners offer a comprehensive and advanced service that goes beyond regular asset management.
+++ for Performance
+ Our performance is above average and exceeds the Index every year. The fees are moderate. It's worth it for every customer.
+ Our strategy is based on setting goals and creating a risk profile for the individual customer. With a range of approaches from dynamic management (up to 100% shares) to balanced or conservative portfolios that maintain capital, we make sure to reach the goal for returns. Through Wealth Management, we adjust our strategy to the individual needs of each customer.
+ The selection of securities ranges from individual shares to certificates to funds. We invest around the world with assessments by industry. Depending on the market situation, cash investments may be maintained intermittently.
