Investment Advice    

GWM offers custom tailored investment advisory mandates for a minimum of USD 1’000’000 (negotiable) or equivalent in other currencies. A unique investment profile outlines the parameters for a mid to long-term investment strategy and awareness of risk for each client individually.

GWM’s clients benefit from independent counseling by Swiss investment professionals and timely notification to make a final investment decisions by themselves.

Advantages

Custom tailored investment advice
Independent asset allocation and investment evaluations
Notification about investment decisions made by GWM
Transparent management fee and all-in fee with custodian

Disadvantage

Client needs to be contacted before an investment can be bought or sold. Unavailability of a customer at a specific moment may lead to losses or reduced gains.

Time differences between continents may lead to uncomfortable scheduling of telephone conversations. Therefore, we recommend our Portfolio Management Services.


GWM’s services may not be available to investors from countries where GWM is not registered as an investment adviser. Non-US investors may contact Wealth Management Group AG in Switzerland at +41-71-226-5363 / info@wmg-ch.com / www.wmg-ch.com.
   

Office - St. Gallen