Personalised Managment
We offer investment advice that is individually tailored to you.
UNDERSTANDING YOUR NEEDS
We would like to know about your situation in order to make you a personalised offer and develop individually tailored solutions. Our comprehensive range of services therefore also includes expert support during your financial planning. After all, there are new issues that arise in every stage of life and we will be by your side to advise you and give you the answers you need to get you on your way.
SUGGESTING AN APPROPRIATE SOLUTION
While most banks try to sell ‘in-house’ products as a matter of course, including proprietary funds; we prefer to offer each client products that are tailored to them and which meet various criteria:
- Duration of the investment (from 3 to 10 years)
- Sum to be invested
- Risk tolerance (no risk, low risk, or open to risk)
- Risk capacity (does the chosen risk level match my financial circumstances?)
- Investment goal (to supplement income, as a pension, profitable investment of capital)
- Reference currency (Euro, US Dollar, Swiss Franc)
- Investments in various currencies (CHF, EUR, USD, NOK, DKK, SEK and GBP)
- Any special investment opportunities identified
FULL SERVICE
We take your financial situation and goals fully into account, including any issues surrounding inheritance. With Victoria Peak Asset Management Limited, you have the guarantee that the consultation you receive will not be dependent on the interests of banks and insurance companies.
Contacts
Hong Kong:
Room 603 6 / F Winful Centre 30 Shing Yip Street
Kwun Tong District
HongKong
Switzerland:
Börsenstrasse 3, 8001 Zürich, Switzerland
phone: +41 435500233
Notices / Disclaimer
Victoria Peak Capital Management Europe is a member of the self-regulatory body, PolyReg, and thereby
The information contained