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Our investment solutions
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Investment solutions at a glance

Would you like to invest your assets? We are here to support you! Get access to our entire infrastructure and benefit from our many years of expertise.

Value PropositionInvestment Strategies

Our value proposition

Regardless of the chosen investment strategy and the type of service, we make following promise:

Asset Management

Based on your personal situation, we will work out your risk profile. This will form the basis for choosing one of our five investment strategies. When it comes to a managed account, you will delegate the implementation of the chosen strategy to us

We offer asset management for initial investments starting at CHF 100,000. From CHF 750,000, you have the choice of implementing the equity quota of the reference currency with individual stocks.

Access to our many years of expertise
Broadly diversified and globally oriented portfolio for every risk profile
Regular adjustment of the portfolio to the current market situation
Monitoring of the defined risk
Access to the world’s best products, free of conflicts of interest
No fixed term as well as liquid and efficient investment products without kickbacks
Cooperation with well-known partner banks
Communication of our investment decisions and performance

Investment Consulting

Based on your personal situation, we will work out your risk profile. This will form the basis for choosing one of our five investment strategies. When it comes to investment consulting, you will be actively involved in the decision-making process.

From amounts starting at CHF 2 million, you can benefit from our individual investment consulting services.

Access to our many years of expertise
Broadly diversified and globally oriented portfolio for every risk profile
Individualized portfolio according to your needs and wishes
Monitoring of the defined risk
Access to the world’s best products, free of conflicts of interest
No fixed term as well as liquid and efficient investment products without kickbacks
Cooperation with well-known partner banks
Active communication of the investment policy as well as individual investment proposals

Our investment strategies

Five investment strategies are available to you. We offer the appropriate portfolio structure based on your financial circumstances and your risk tolerance.

Risk and Return Ratio Portfolio Verardi Asset Management
L

As little risk as possible with the aim of preserving my assets

L

It can be a bit of a risk, because passive additional income never hurts

L

I want to increase my wealth over the long term with moderate fluctuations

L

Asset fluctuations do not bother me because I have a long-term investment horizon

L

I want to increase my wealth significantly in the long term and I am not worried about major fluctuations in my assets

Defensive

Defensive

1-3 Years Investment Horizon



Risk Profile 

Moderate

Moderate

3-5 Years Investment Horizon



Risk Profile 

Balanced

Balanced

5-8 Years Investment Horizon



Risk Profile 

Offensive

Offensive

8-10 Years Investment Horizon



Risk Profile 

Dynamic

Dynamic

+10 Jahre Anlagehorizont



Risk Profile 

Other important features of our investment solutions

In addition to the implementation of our value proposition, you can rely on the following:

  • NThe management of your assets including transaction and custody fees, account management fees, tax statements, and reporting at a flat rate
  • NNo distribution fees or kickbacks
  • NNo in-house products for sale
  • NAlways being informed about the status of your assets, any changes, and their growth
  • NCancel the contract anytime
  • NIf you have any questions, we are personally at your disposal

What we don’t offer:

  • MReturn promises
  • MServices related to payment transactions
  • MSpeculative and short-term trading
  • MIlliquid investment vehicles with long term withdrawal terms

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