In nearly 20 years, we have developed a unique expertise thanks to a pluricultural team of experts gleaned from leading financial institutions. They take pride in contributing to the maximisation of the profit and sustainability of assets of loyal private and institutional clients.
Together, we will develop a personalized management plan, in line with your strategic vision, and offer you advantageous, efficient and sustainable solutions. You shall benefit from varied and dynamic investment opportunities and comprehensive management of your assets, tailored to your wishes and your profile. Our expertise in risk management enables us to preserve and optimise the performance of your assets.
A thorough and rigorous review of your needs and priorities is a prerequisite for any management decision. It is based on your own personal, in-depth financial assessment, which must be completed before your investment profile is defined.
Fuchs Finance believes sectoral and geographical distribution to be of particular importance when determining the security and performance of a client’s portfolio. In addition, investment orders are executed using intermediaries with service quality, favourable prices and execution speeds that are the best the market has to offer. Flexibility between asset classes (cash, bonds, equities, investment funds, private equity or real estate, etc.) is absolutely crucial to us since our management style is entirely reactive and non-benchmarked.
Fuchs Finance regularly calculates the performance of client portfolios and compares them against the primary market benchmarks. A consolidated report of your assets may also be generated, regardless of the type of investments you make.
Your portfolio can be customised according to several criteria:
Delegation of the financial management of your assets to an experienced team of professionals, with the definition of your investment horizon, risk profile, and investment objectives.
Our philosophy: Total flexibility of the allocation of your portfolio to benefit from market performance while preserving your assets.
An international passport: do business in the European Union’s 28 member countries, Switzerland, and many other countries across the globe.
A choice of custodian, as well as many hand-picked intermediaries.
Life insurance, family-owned company, investment fund, individual account.
Providing access to more than 20,000 funds and SICAVs.
Each management mandate benefits from a fully flexible allocation that can be invested or disinvested up to 100%.
Benefit from comprehensive reporting that allows you to follow and closely analyse the management of your portfolio and its results.