“Survista” is the Romansh word for overview.
To avoid any conflicts of interest, we have never offered proprietary productsand have never kept retrocessions, from day one. We think innovatively and act as entrepreneurs. We are dedicated to fostering long-term, cooperative partnerships with our clients.
Your personal situation and custom needs drive our activities. They are the foundation on which we manage your wealth in a cost-efficient and diversified manner. We minimise complexity.
Our investment committee meets every week to define and review our investment strategy. We source our research from several independent investment service providers.
Your advisor is responsible for your portfolio. He acts in accordance with our defined investment strategy.
Our Compliance Officer monitors regulatory aspects on an ongoing basis and ensures compliance with the agreed investment strategy.
We are regulated by the VSV (“Verband Schweizerischer Vermögensverwalter”). This is an independent self-regulatory organisation that ensures our compliance with their high qualitative wealth management and advisory standards.
Integrated planning, early risk-identification and keeping an overview at all times: our portfolio management and consolidation solution provides you with comprehensive information at all times. Based on our clients’ feedback, we constantly improve the system.
This service offers archived bank statements and contracts, detailed performance and asset reports as well as full fee transparency.
This information is updated on a daily basis and can be easily accessed with your personal login at any time.
Based on your comprehensive picture, we coordinate business, legal and tax matters as well as all topics related to your real estate assets. Our continuous and close interaction with you allows us to understand your perspective and act in your best interest at all times.
On average, we have more than 25 years of experience in the finance industry. We have the necessary expertise to provide you with comprehensive, proactive support and advice on all financial matters.
We can act as your “control room” and provide access to an extensive and well-established network of experts. But we can also seamlessly fill gaps in your existing system.
These heads keep the overview for you.