Professional
and independent asset management.
MANAGE ASSETS.
CREATING VALUE.
WINVEST - in the heart of Switzerland - offers private as well as institutional investors professional and independent asset management. WINVEST works with excellent external specialists for questions in the area of taxes, pensions or real estate.
INDEPENDENT AND
FREE OF CONFLICTS OF INTEREST
WINVEST is not dependent on a bank or any other financial institution. All contracts are retrocession-free . These are prerequisites for fair and independent asset management. The customer benefits from special conditions on brokerage and custody fees at the bank.
ASSET MANAGEMENT MANDATES -
INDIVIDUAL AND STANDARDIZED
With us you can choose from four select various standardized investment strategies. These can also be individualized at the customer's request. WINVEST attaches great importance to a comprehensive risk assessment with regard to fluctuations in value and possible risks of loss. Non-transparent and speculative investment products are not taken into account in our strategies. Our incentive is to achieve the common goal discussed with the customer.
INVESTMENT STYLE -
ACTIVE AT ADDED VALUE
WINVEST preferred active portfolio management .
The investment team, supported by all the financial and economic information available to us, defines various scenarios. Fundamental analysis, technical analysis and psychological factors are used for this purpose. The investment strategy is revised monthly and adjusted if necessary. On a weekly basis or "Ad hoc" the tactical investment meeting.
LOW COSTS -
FAIR AND TRANSPARENT
WINVEST customers benefit from fair and transparent asset management fees as well as attractive special conditions at selected custodian banks in Switzerland and Liechtenstein.