The great explorer of the truth, the master-builder of human happiness no one rejects dislikes avoids pleasure itself because it is pleasure but because know who do not those how to pursue pleasures rationally encounter consequences that are extremely painful desires to obtain.
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Overview of our offers
Wealth Management
You delegate the investment decisions to us, based on mutually agreed investment guidelines. Your portfolio is continuously and systematically monitored and actively adjusted to current and expected market conditions. In addition, we ensure efficient execution and monitor the invoices incurred. You retain control through constant access and regular reporting.
Vermögensverwaltung
Sie delegieren die Anlageentscheidung und geben klare Anlagerichtlinien vor. Wir setzen Ihre Vorgaben um und überwachen fortlaufend und systematisch Ihr Portfolio. Wir investieren nur in solid geführte und finanziell gesunde Unternehmen. So gehört unsere Performance seit Jahren zu den besten am Markt. Ein Vermögensverwaltungsmandat bietet sich an, wenn Sie…
...want customised and professional implementation of your investment goals.
...want to gain time to pursue your professional or private interests.
...do not have the necessaryinfrastructure, control processes and networks.
...would like to benefit from our conditions with selected partner banks.
As our asset management mandates are implemented via direct investments, we recommend a minimum volume of CHF 1 million for sensible and cost-efficient portfolio structuring.
Da unsere Vermögensverwaltungsmandate über Direktanlagen umgesetzt werden, empfehlen wir für eine sinnvolle Portfolio-Strukturierung ein Mindestvolumen von rund CHF 500’000.
Investment advice
Investment proposals are prepared, but only implemented with your express consent or on your instructions. We systematically monitor and analyse your individual items. You are responsible for the strategic orientation of the overall portfolio. To make your work easier, we will provide you with information on current market developments and our investment strategy.
An investment advisory mandate is suitable if you...
...want access to professional market information and recommendations but want to make decisions yourself.
...do not want to waste time with market-optimised implementation and administrative issues such as fee invoicing.
...you want neutral and independent advice, free from conflicts of interest and product ties.
...would like to benefit from our attractive conditions with selected partner banks.
As our recommendations relate to direct investments, we recommend a minimum volume of CHF 1 million in the interests of sensible and cost-efficient advice.
Wealth consolidation
If at least one mandate has been awarded to us, we also offer you the option of consolidating separate bank custody accounts, i.e. including those not managed by GLSO Finance. This allows you to keep track of all your assets. Accumulated risks become transparent, and it is possible to determine an overall return on all investments and produce a solid assessment of your investment activities.
Fee
Our fee depends on the market value of the assets under management, the investment profile and the client's specific requirements and is therefore individual, transparent and fair, and is either debited directly from your account on a quarterly basis or, if preferred, charged by invoice.
If we know your requirements and specifications, we will be happy to provide you with a quote.
Our partner banks
When we select custodian banks, we apply the same degree of care as in the selection of our investments. We will be pleased to clarify which custodian bank will be most suitable for your investment profile and your investment objectives in a face-to-face meeting. Our main custodian banks are:
Outside our core competences
As a client, you also get access to our extensive network. Whether you want to buy or sell a property or are looking for a suitable lawyer or tax expert – we will be happy to support you.