Many people would like to make more of their money. One effective way to do this is to invest in shares. But there are certain risks to bear in mind. Would you like to avoid these risks in the best possible way? Then take advantage of Point Capital's professional investment advice and leave the task of optimally investing your assets to us. With independent investment advice, we will show you various options and keep your back free.
Why you should choose our wealth advisory services in Switzerland
'Better safe than sorry' – this is exactly what most people think when they think about their assets. Our experts at Point Capital know that investment advice is based on trust, which is why we set high standards for our services.
What does that mean for us?
- Holistic and independent investment advice
- Personal discussions in a pleasant atmosphere
- Available at any time on site, by phone and by e-mail
- Cooperation at eye level
- Analysis and consideration of needs and goals
- Showing perspectives
- Development of customized investment strategies
- Focus on long-term wealth accumulation
- Access to the entire know-how of our experts
It is good to know that we ensure transparency, quality, security and liquidity for all investments by means of active asset management in order to safeguard your wealth. Comprehensive advice forms the basis for a suitable investment concept. This is geared towards your goals, such as building up a private retirement provision or the desire to live off your assets to be able to live off your assets.
In cooperation with our professional asset managers, you can make the right decisions and create a solid foundation for your financially carefree future with our Swiss wealth advice.
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What happens during an investment consultation?
Investment advice at Point Capital always takes place in a dignified atmosphere during a personal meeting with your contact person, who will look after you throughout the entire process. During the meeting, we look at your individual situation and discuss which values and goals are important to you when investing.
Based on the detailed analysis of the investment advice and in close consultation with you, we analyze a suitable investment strategy. We take your personal situation into account – whether you wish to build up assets with regular payments, for example for retirement provision, or whether you wish to live off your assets by generating a passive income from the returns on your invested assets.
In addition to the initial consultation, we will continue to keep in regular contact and advise you. This ensures that we can keep track of your current goals and respond in good time if they have changed due to other life changes. With us, you remain flexible in every respect. If you need to talk to us, your personal advisor is always available for an appointment.
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Get off to a flying start with holistic investment advice
The markets are becoming increasingly complex and regulatory requirements are constantly increasing. With professional and independent investment advice, you gain
In addition to our personal investment advice, you will find numerous specialist articles, informative articles and insightswhich are available to you 24/7. Take advantage of the full range of our services.
If you have any further questions or concerns, please do not hesitate to contact us. You can also book your personal appointment for financial advice directly. We look forward to hearing from you!
FAQ about investment advice
Why do you need investment advice?
Investment advice helps you to make financial decisions in a more structured and targeted manner. Instead of struggling through product offers alone, you benefit from an overarching view of your overall situation. Good advice analyzes, organizes and develops long-term strategies tailored to your life goals and financial circumstances.
What do you do in investment consulting?
During a wealth management consultation, your initial financial situation, goals and risk appetite are systematically recorded. Based on this, the advisor develops a suitable strategy for asset accumulation, protection and, if necessary, retirement provision. It is crucial that the focus is not on individual products, but on a consistent, transparent overall solution.
What is the difference between investment advice and asset management?
Investment advice provides recommendations – with asset management, implementation is handled directly. In advisory services, the client decides on each investment solution themselves, based on analyses and discussions. In management, the asset manager develops a strategy and implements it independently, but in a transparent and documented manner.
How do I find a reputable investment advisor?
A reputable investment advisor works transparently, independently of products and focuses on your goals. Look for a clear cost structure, comprehensible recommendations and no exaggerated promises of returns. Trust is created through competence, openness and long-term support and not through sales pressure
When is investment advice worthwhile?
Investment advice is worthwhile as soon as you want to structure capital in a targeted manner or pursue long-term goals such as private pension provision. Sound advice also offers tangible added value for complex issues such as inheritances, property sales or tax optimization.
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