Our investment solutions

Wealth.

Only the best for your wealth. Bank-independent asset management.

Advice.

No matter what. We will accompany you. The advisory mandate of SWISSCHANGE.

DepotCheck.

Yield up. Risk down. We put your depot through its paces.

awarded by

LogoStiftung

SWISSCHANGE Financial Services has been awarded an award by the Stiftung Finanzplatz Basel. Ralph Lewin, President of the Basel-Stadt Government Council, chaired the foundation in 2004.

Our partners

We value strong partners

Free DepotCheck.

DepotCheck.

Yield up. Risk down.

Examining risks and opportunities

The craft of asset management is the be-all and end-all of a sustainable investment strategy.

More revenue - less costs

The return must be correct.

independent advice

SWISSCHANGE advises non-bank-independent. Your interests are at the heart of our stake.

Vanessa Vitale

chief investment officer

Lester R. Steinger

CEO

How it works

The only requirement is that your deposit is larger than CHF 50,000.

1. Submit a depot extract

Send a depot statement. Whether by mail, fax, email or simply uploading does not matter.

2. DepotCheck.

The depot is put through its paces.

3. Consultation

We discuss the findings and submit an optimized investment proposal.

Now DepotCheck. Make!

Free . Your data will be treated confidentially.

Wealth.

The asset management mandate

Our bank-independent consulting process puts your strategy and portfolio on a solid foundation. You can choose from needs-oriented investment strategies tailored to the life cycle with different risk-return profiles.

In asset management, we break new ground by aligning asset management with Absolute Return and acting very dynamically. The aim of these exclusive and sophisticated asset management mandates is to generate an absolutely positive return in every market environment. This means that even in a bad stock market environment, we are aiming for a positive return. This can only be achieved through the use of innovative financial products and alternative investment strategies.

You have the choice: manage your assets on an absolute return basis or classic asset management.

Based on the chosen strategy, our investment specialists put together your portfolio and manage it professionally. Regular discussions with your client advisor as well as periodic financial reports ensure that you are always fully informed about the developments in your portfolio. At Swisschange, you put your assets in good hands.

Advantages at a glance

  • Dynamic investment strategies
  • Attractive return opportunities through focus on Absolute Return
  • Conflict-of-interest analyses and sound opinions
  • Account management at renowned Swiss banks

Investor profile

  • I want to optimize my portfolio
  • I want to build up wealth
  • I want to invest sustainably
  • I want to aim for a positive return in any market environment
  • Free assets from CHF 500,000 (share mandates from CHF 50,000)

90 days money back guarantee

You don’t want to start without a parachute? We are so convinced of our service that we will refund your administrative fee to you in the event of dissatisfaction. No questions asked. Of course, the order relationship can be terminated at any time. A contract without hooks and eyelets. Trust in the many years of experience of our stock exchange experts.

Advice.

The advisory mandate

No matter what comes, Swisschange accompanies you. Why wait?

Exclusive: the service package for active private investors.

Active Advisory is primarily aimed at experienced clients interested in financial markets. This tailor-made solution offers you pro-active advice and comprehensive support according to your individual needs. Make your own investment decisions, we will support you.

Our specialists actively follow events on the international financial markets. This way you will always be up-to-date and receive relevant information and recommendations for your investments.

The use of innovative financial instruments, such as Contracts for Difference and alternative investment strategies, can generate positive returns in both good and bad trading hours. We take a dynamic approach and focus on achieving a positive return in any market environment. Benefit from the know-how of our experienced investment specialists.

Advantages at a glance

  • personal, pro-active support in the portfolio context
  • Access to innovative financial products
  • Long and short recommendations
  • Attractive return opportunities
  • Risk education, monitoring and optimization are a central concern of our experts
  • attractive all-in fees (flat rate)

Investor profile

  • I want to participate actively in the financial markets.
  • I am looking for sound opinions and advice from an expert.
  • I want to optimize my portfolio by using modern financial instruments.
  • I want to take advantage of opportunities in any market environment.
  • free assets from CHF 1 million

"Thanks to the dialogue with our specialists, you will be kept up to date and are always fully informed about current market developments."

Vanessa Vitale
Chairman