Private clients

Are you looking for a competent, independent asset manager to manage your securities according to your individual investment profile?

We’ll take care of your finances as if they were our own.

We offer you individual asset management tailored to your personal needs and requirements.

Why are we independent?
…because it allows us to make decisions for you without having any conflicts of interest.

What makes us competent?
…our training meets the high standards of our profession,
…we continually undergo further training so that we can implement new regulatory measures
…95% of clients from our first financial year are still our clients today
…we have years of professional experience behind us
…we have been managing the financial assets of our clients at our offices
since 1980

Which banks do we work with?
The choice of bank is left to our clients. We work with various major banks, cantonal banks and private banks. We are happy to advise, but the decision is yours. Our clients enjoy preferential rates at custodian banks and, no matter what financial matter it concerns, we’ve got it covered.

Why should I not simply become a direct client at the bank?
Have you also found it frustrating how your bank advisor seems to change every time you call? You won’t have this problem with us. Our offices have been helping clients since 1980 and have not seen any staff departures to date. We manage your portfolio according to your risk profile and monitor all bank costs. With us, you profit from reduced bank fees as we believe our services reduce the workload to the banks and remove the need for consulting fees. There is also the option of a flat fee. You pay an agreed rate which contains all the fees.

What performance can I expect from my investments?
The risk profile, reference currency, investment goal and investment horizon are all important for forecasting future returns. Once these details are available, we’ll be able to tell you what you can expect from us in the future using the historical performance data of our clients.

What is success-based remuneration?
In the field of fees we focus on a tailor-made customer solution. We are willing to offer you low administration costs with a slightly higher performance fee. Thus, the incentive is clearly based on the performance of your portfolio.
Of course, you can view the historical and current performance as well as the portfolio composition and valuation at any time with us or have them sent to you. Our own system calculates your assets on a daily basis.

Why should the client trust us?
Handing over your hard-earned capital to someone else for them to manage involves a great deal of trust.
Our many years of experience enable us to provide you with a superior service and success with a high level of passion and professionalism. We assign you a dedicated advisor for the long term. We are available for you anytime and our aim is to develop a long-standing, personal partnership with you.

Would you like to receive regular information about the performance of your assets?
At the end of each quarter, we prepare a report that provides comprehensive information about the performance and the individual positions in a clear and graphical form on 2-3 pages. Upon request, we will send you your asset overview on a weekly or monthly basis or upon request.

Can I also have several custodian banks for diversification purposes?
Of course. Our own ICT system developed in-house and tailored to meet our needs allows us to provide you with a clear, consolidated account statement at any time, so that you also have all your positions under control, like us.

How does asset management work and what security does All-In Finanz Ltd offer me?
External asset managers in Switzerland are strictly controlled and subject to precisely defined quality criteria. In summer 2023, we were licensed by the FINMA as an asset manager in accordance with FinIA and have joined the AO AOOS for the ongoing supervision. We are also a member of SAAM, the Association of Swiss Asset Managers.

The accounts and deposits you entrust us to manage are held in your name at the bank of your choice. You grant us a management mandate that allows us to trade securities on these accounts/deposits. Payments and transfers can only be ordered by you directly at the bank. However, we are authorised to directly charge our agreed fee.

You are not bound to any termination periods at all and have access to your assets at all times. You may increase or reduce the amount of capital invested and discuss a change of strategy with us.

How is my money invested?
We identify your aims and wishes in consultation with you and agree on a suitable investment strategy. Would you like to buy your own home in the near future? Will the capital serve as a pension plan? What risks are you prepared to take? These are a few examples of the questions we will ask you. We understand your answers to these questions are unique and individual to your needs. We take care of broad diversification, monitor the positions constantly and trade quickly and consistently when necessary.

Branch Grandvaux (VD)

Since 01.01.2022 we have an office in Grandvaux. This was established at the request of our French-speaking clients. In addition to the usual wealth management services, we now also offer the handling of administrative activities in “family office” style. This includes taking care of tasks related to your financial affairs, such as