• Smart investing in complex global markets

About us

We are a Swiss based, independent financial advisory firm, providing wealth management and advisory as well as multi-family office services.

We are independent from banks and agents and we work with a network of highly qualified global specialists to provide our clients with a tailor-made service.

Our business model is oriented towards maximum efficiency in terms of costs/benefits/commission systems/objectives and performance.

Our services

Our clients are wealthy individuals, family offices and private foundations. We share with them the same objective of wealth creation and preservation.

  • Wealth Management / Managed Accounts / Advisory Accounts

  • Portfolio analysis / Monitoring / Risk Management

  • Family offices services drawing on a network of trusted experts

  • Advice on time sensitive financial matters

  • Financing of real estate in Switzerland through our bank partners

Investments strategy

Our objective is to provide our clients with a solution that is aligned with their specific needs in terms of expected returns, risk tolerance, future liquidity requirements and potential tax and legal restrictions.

We select a risk profile that best suits our clients’ specific objectives.

Through a rigorous investment process, we decide on an asset allocation that takes into account various variables like the liquidity of the investment vehicles and the diversification in terms of regions, sectors and currencies.

Managed or advisory accounts

The assets will be managed either with a discretionary mandate (managed account) or with an advisory mandate (advisory account). Managed accounts are accounts on which Intelligent Invest SA has full discretion to manage the assets according to a pre-agreed risk profile.

Advisory accounts are accounts in which clients will make the final investment decisions themselves. Intelligent Invest SA has no power of attorney on the account.

Compliance

Intelligent Invest SA is authorized and regulated at Swiss level by the Swiss Association of Asset Managers (SAAM).

Contact Intelligent Invest

Our independent research allows us to select the most promising investments for your portfolio as well as finding the best products.

Contact us