SWISS PROFILINVEST'S PHILOSOPHY
COMPANY'S VISION & MISSION
Your goals
WHAT ARE YOUR WEALTH MANAGEMENT OBJECTIVES?
SAFETY AND PERFORMANCE?
Swiss Profilinvest shares these same objectives by seeking innovative investment solutions, related to the following domains:
- the environment
- renewable energies
- socially responsible investment
- new technologies
- real economy financing solutions
- governance rules
- precious metals
OUR MISSION
SUSTAINABLE INVESTMENTS
OFTEN DO GENERATE
HIGHER YIELDS AND LOWER
RISKS OVER THE LONG-TERM.
Swiss Profilinvest provides a bridge betweeen your investment profile objectives and optimal wealth management solutions, your 2nd and/or 3rd pillar social security investments, safely providing a long-term return in a low or negative interest rate environment.
Swiss Profilinvest is an independent partner and intermediary that listens to your expectations in order to provides you with reliable investment partners offering:
All our solutions are supervised by the Swiss Financial Market Supervisory Authority FINMA (www.finma.ch) and our SRO (self-regulatory organisation) partners.
Flexible management
and ethical capital solutions linked to your values & interests.
Prudent investments
through diversification of assets.
Balanced management
between real and financial investment values.
Portfolio management
that takes into account sustainable finance.
THE SWISS PROFILINVEST PHILOSOPHY
WHAT IS OUR ROLE IN THE MANAGEMENT OF YOUR WEALTH?
Swiss Profilinvest is an approach that seeks above all to make sense of finance in order to meet its clients' expectations and interests.
The management solutions offered by Swiss Profilinvest are all supervised by the Swiss authorities responsible for controlling financial players.
Swiss Profilinvest does not manage your capital in any way. We advise you and provide you with optimised tools for decreasing your investment and wealth management risks.
Find out what are your advantages with Swiss ProfilInvest
- You have in front of you an independent interlocutor in mind and seeking the best investment solutions for you without excess commissions.
- You have in front of you an independent interlocutor in mind and seeking the best investment solutions for you without excess commissions.
- You are considered individually, depending on the particular profile.
- Your interlocutor talks honestly about solutions or services that might interest you and builds trust.
- The company is not publicly traded and therefore does not prioritize productivity or performance.
- Swiss ProfilInvest answers your questions in an open and communicative spirit and achieves your objectives according to clear choices of long-term investments.
- An attractive performance, in discretionary management on the one hand, and in line with your expectations in the recommended part on the other hand, depending on the option chosen.
- Among a dozen custodian banks, you can choose a relationship among private bankers with unlimited liability or international banking groups.
- Through these connections, you can also benefit from access to a variety of analytics, research and services.
- A targeted contribution on request for your legal, fiscal, administrative or “Family Office” questions remains possible, thanks to our service providers specializing each in their field.
OUR VALUES
TRUST
TRUST
Trust is the foundation of our business.
Mutual trust between our customers and us is the foundation and the assurance of a solid long-term collaboration.
RELIABILITY
RELIABILITY
The chosen partners have proven their capacities
and know-how even during periods of crisis.
CREATIVITY
CREATIVITY
Creativity brings the best investment solutions to our clients.
We offer our customers tailored solutions based on our principle of incremental innovation.
PROFESSIONAL INDEPENDENCE OF JUDGMENT
INDEPENDENCE OF JUDGMENT
No conflict of interest between us and the client. Three distinct roles to serve you.
Being independent, you are sure of obtaining the services that you need according to your profile and with the possibility to change them.
ETHICS
ETHICS
The world is changing. Governance is being put in place.
It is important to participate in this evolution and to change too.
INTELLECTUAL RIGOR
INTELLECTUAL RIGOR
Solutions and services are explained to our clients in a clear and transparent manner.
The client remains at the center of decisions.
Your investor profile
Investors do not all have the same needs
While some seek security, others aim for the highest possible returns. It is therefore important to choose your investment strategy wisely. It lays the foundation and serves as a compass to make all of your investment decisions.Investors do not all have the same needs.
While some investors seek security, others aim for the highest possible returns. It is therefore important to choose your investment strategy wisely. It lays the foundation and serves as a compass to make all of your investment decisions.
Build up your own assets to offset the rise in the cost of living or to generate cash for everyday life: whatever your projects, we systematically rely on professional solutions. Within the advisory cycle, investment management at SwissProfilInvest follows a simple and solid business model logic.
Your investor profile
is the first tool we help you establish.
Your profile is mainly influenced by several factors: your personal needs and goals, your current financial situation, the structure of existing investments as well as your time horizon.
Two determining factors flow from these aspects, namely your personal risk capacity and your risk tolerance.
Risk capacity
Risk capacity is a measure of your financial ability to bear potential losses without compromising your usual standard of living. Your financial leeway, namely your assets and income, plays a central role in clarifying this point. The following questions are also important: How many people depend on your financial support? And what is your investment horizon? In addition, we check your possible safety reserve in case of unforeseen losses.
Risk tolerance
Unlike risk capacity, which stems primarily from your financial situation, risk tolerance is a measure of your emotional tolerance for investment risks and potential losses. In doing so, we ensure that your personal security needs are always taken into account.
Your risk capacity and risk tolerance define your investor profile. This gives you the assurance that your financial possibilities will be well respected, as will your need for security.
Your advisor at Swiss ProfilInvest establishes your investor profile with you. The resulting investment strategy determines the composition of your deposit.
Founded in 2016, Swiss ProfilInvest is a 100% Swiss company, active in wealth advisory and financial management, offering highly personalized services to carefully selected customers. Based on solid principles, we offer the best investment solutions on the market by adapting them to the risk profile of each Client.
Make an appointment
We also advise you during the Coronavirus crisis!
In the context of the current crisis, we also offer telephone and videoconference interviews via the kMeet platform, which is free and which respects your privacy.
Physical interviews are possible on a limited basis.
The prescriptions of the Federal Office of Public Health are strictly observed.
Your contact at Swiss ProfilInvest, Mr Jean-Pierre Riepe, will be happy to advise you on this subject.
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- We value your privacy, all information is kept strictly confidential.
- Nous respectons votre vie privée, toutes les informations sont strictement confidentielles.
OUR PARTNERS
AWARDS & HONORS
DISTINCTIONS 2022-2024
For the fourth time in 2024, the award for best provider of financial educational articles went to Swiss ProfilInvest. To learn more, follow this link.
I dedicate this award to you, as it is thanks to your support and trust that I find the motivation to continuously improve the solutions and advice I offer.
Jean-Pierre Riepe
