We are the trusted advisors for your wealth
We offer a range of asset management mandates, both discretionary and advisory.
We work with you to determine the investment strategy that will best meet your objectives, whilst taking into account your individual and professional needs.
We identify the best opportunities within each asset category to find the ideal balance between the desired return and the inherent risk.
We monitor your asset allocation in real time, as market cycles change.
We offer proven statistical and quantitative systems and longstanding experience in asset management, both when building a portfolio and adjusting it to each stage of the economic cycle.
Our methodology offers a high level of management and added value:
You will receive a fully personalized investment and asset allocation plan verified by our supervisory committee to ensure that it is appropriate to meet the objectives you have set.
We closely follow the technological, geopolitical and legal factors likely to affect your investments and this on a daily basis to protect your assets and anticipate future investment potential.
As an independent entity, our open architecture enables us to detect market trends and select the best investments, free from pressure or influence.
Plus One’s investment procedure has been developed by its portfolio managers to take best possible advantage of their unrivaled experience.
Our managers are specialists who have held high-level positions in leading banking institutions, able to offer you a unique range of options.
We were amazed to see that the very personalized services PlusOne does are not only for the super wealthy clients. It is a one-stop shop also for taxation and other administrative tasks.
Living in a risky country, we wanted a safe place to invest. A friend advised us to contact PlusOne and we can now figure out that it was a wise decision. They have been able to offer us a Swiss service in different banking jurisdictions.