Wealth Management Services

At Sepro Swiss AG we can offer the most up to date strategies and products. We work closely with private bankers, fund managers, tax advisors and legal professionals, so that we can cater for our clients every financial need. Individually tailored, our investment management services can help with whatever level of support you require.

Specific asset allocation modules are created, reflecting the client's appetite for risk versus reward, timescales and exposure.

Discretionary portfolio management The entire portfolio is managed by Sepro Swiss AG, providing returns in line with investment objectives and considerate of the level of risk tolerated.

Advisory portfolio management The portfolio is monitored by an investment manager who will discuss and agree key decisions with the client before they are carried out.

Execution only services Sepro Swiss AG supply information and prices so that clients can manage their own investments and dealings on our trading platform.