Discretionary Wealth Management

Clients seeking to delegate their investment decision-making are the focus for the discretionary wealth management service offered by HF SWISS.

Our experts structure, manage and monitor clients’ portfolios with extreme care.

Regular reviews are conducted, with performance discussions held together with clients at agreed, regular intervals. The team is delighted to interact with clients and provide further information on all key issues impacting the portfolio at short notice.

We strive to satisfy our clients to the best of our ability and hence offer both:

  • Wealth Planning Services
  • Account Monitoring & Reporting Services