What we do is thriving us.

Portfolio Management

Investment Advisory

Wealth Management Services

How we do it

WHAT WE DO 01

PMA

Portfolio Management

DescriptionPMA

Contact

Christian LuchsingerHead of Portfolio Management / Member of the Executive Board / Partnerchristian.luchsinger@ sound.capital +41 44 206 25 77

What we offer

With us, you will have a professional partner to expertly manage your wealth with discretion. Let your wealth be managed with discretion and professionalism. Our structured investment process aligns your investment strategy with your individual goals. Save valuable time while we take care of all necessary decisions and adjustments for you. Through continuous monitoring and comprehensive risk management, we ensure that your portfolio adapts to ever-changing market conditions. Trust our expertise to help your wealth make the most of financial market opportunities.

In a nutshell

Professional expertise
Comprehensive risk management
Systematic decision-making

WHAT WE DO 02

INA

Investment  Advisory

DescriptionINA

Contact

Christian LuchsingerHead of Portfolio Management / Member of the Executive Board / Partnerchristian.luchsinger@ sound.capital +41 44 206 25 77

What we offer

If you prefer to make your own investment decisions, you can benefit from our expert investment advice. Together, we will craft your portfolio strategy and handle the efficient execution and monitoring of your trades. This also includes regular portfolio analyses and risk management. Discover the benefits of our investment advice. We look forward to discussing this with you in person.

In a nutshell

Competent investment advice
Tailored decisions
Regular portfolio analysis

WHAT WE DO 03

WMS

Wealth Management Services

DescriptionWMS

Contact

Bernhard SüessPortfolio Managerbernhard.sueess@ sound.capital +41 44 206 25 16

What we offer

Professional wealth management services go beyond pure asset management. Experience holistic advice that takes into account every aspect of your financial situation. From a consolidated asset overview and real estate financing to future planning. As an independent partner, we are perfectly positioned to find the best solutions for our clients - across generations.

In a nutshell

Comprehensive wealth management services
Consolidation of assets across banks
Cross-generational approach

How we do it

HOW WE DO IT01

We are personal.

The higher the quality of customer service, the more enduring the client relationship. Our personalized advice is all about building lasting relationships that last for generations.

HOW WE DO IT02

We are innovative.

To achieve the best results for your wealth, we blend cutting-edge technology and analysis with decades of financial market experience.

HOW WE DO IT03

We are connected.

Thanks to our well-established network in the financial world, our clients get access to exclusive investment terms and benefits with all leading banks.

HOW WE DO IT04

We are competent.

What’s more important in the world of finance: knowledge or experience? – Our skilled portfolio management team knows the only right answer: both.

HOW WE DO IT05

We are independent.

A key benefit for our clients: we operate without incentive systems or retrocessions to guarantee a truly professional and unbiased selection of investments.

HOW WE DO IT06

We are transparent.

Stay in the loop – keep track of your wealth through our regular updates and learn more about our services, which are rated by independent comparison platforms. This way, we ensure top-notch quality standards in wealth management.

SC — INSIGHT