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Business Activities and Business Philosophy
Innovestor AG concentrates its activities in wealth management with global asset management and advisory services. With over 20 years of investment training and legal experience, Innovestor carries out its activities with the greatest professional competence and care in order to constantly being able to take advantage of the changes in the world’s capital markets for the benefit of its customers.
Your personal circumstances and goals are liable to change during your live. We offer solutions that help you to achieve your financial objectives and to make adequate provision for the future so you can successfully attain your goals.
Independency with the finest Infrastructure
Innovestor is an independent asset administration company, free from conflict of interest and not subject to any outside influences or obligations towards banks or third parties. Because of this independency, Innovestor is well equipped with the most modern information technology that allows direct access to the latest stock market and financial information. Additionally it has electronic access to clients accounts.
Strong partners
Innovestor works closely together with reputable Swiss banks.
Quality and Diversity
As a Swiss based company, Innovestor is not only growth, but also very much quality oriented, pursuing long-term goals for the whole range of wealth management. Innovestor is able to provide services effectively and at short-notice in all financial, legal as well as real estate areas for its clients. This specifically includes financing, matters related to risk management with all the state of the time products, as well as insurance, such as life insurance and corporate and tax issues. For Real Estate questions in Switzerland Innovestor can help you to find the right object. In all these areas Innovestor works closely with specialists in Switzerland and where appropriate in other countries.
Innovestor considers the security of each client’s interests as an essential factor within the priorities of the partnership. Business is transacted, within the framework of a clearly defined asset management proxy – given by the client and delivered through the bank where all buy and sell orders are directly executed on behalf of all clients’ accounts. This ensures that the client is regularly or periodically informed of all transactions. The assets stay with the bank and Innovestor cannot withdraw or pledge them without the consent of the client. The performance of each portfolio is calculated regularly independently by the bank and by Innovestor. Innovestor respects all the Swiss Private Banking Secrecy regulations.
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