Wealth Management

We offer professional and comprehensive asset management. In an initial consultation, we will assess your goals, wishes, and hopes, as well as your concerns and fears. We will develop an investment strategy tailored to your situation, which we will then discuss with you and adjust as needed. Once you have given your approval, we will take care of its implementation.

We create the most cost-efficient portfolios possible for our clients and offer two actively managed collective investments, ISV Equity Strategy I and ISV Balanced Strategy I.

For more information, please see our Frequently Asked Questions (FAQ). We look forward to meeting you personally.

Dr. Jan Pichler, Head of Asset Management

Dr. Jan Pichler

Asset Management

Tel: +41 (0)78 351 18 05
jan.pichler@isvch.ch