What we offer is thriving us.

Portfolio Management
Investment Advisory
Wealth Management Services
How we do it
WHAT WE OFFER 01

PMA

Portfolio Management

DescriptionPMA

Contact

We are here for you.
hello@sound.capital
+41 44 206 25 25

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 OFFER 02

INA

Investment 
Advisory

DescriptionINA

Contact

We are here for you.
hello@sound.capital
+41 44 206 25 25

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 OFFER 03

WMS

Wealth Management Services

DescriptionWMS

Contact

We are here for you.
hello@sound.capital
+41 44 206 25 25

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 addition, we offer comprehensive management of your assets through a Family Office agreement. We take care of your investments, financing, and provide consolidated reports. We also recommend suitable service providers, such as tax advisors or financial planners, tailored to your specific needs. Our focus is on performance and cost control, as well as efficient cash management.

In a nutshell

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

How we do it

HOW WE DO IT01

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

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

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

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

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

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.

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