With global partnerships, our partner Exto Financials SA offers clients access to a wide range of mutual funds and other asset management products, along with specialized services. Their understanding of local and global markets and cultures helps us develop relationships over time, through face-to-face meetings.
CH-1196 GLAND
SWITZERLAND
Open Architecture
Exto Financials SA will launch an investment offering that provides clients with open architecture access to some of the world's leading institutional asset managers, many of which were once available only to institutional investors.
In-Depth Research
Their emphasis on research stems from a belief that careful gathering of information and perspectives leads to informed decision making and helps achieve the objective of solid, consistent returns over time.
Risk Management
The aim is to consistently deliver favorable returns compared to the market. Clients look to Exto Financials SA to manage risk effectively and to generate performance consistent with risk tolerance.
Relationship management
The aim is to consistently deliver favorable returns compared to the market. Clients look to Exto Financials SA to manage risk effectively and to generate performance consistent with risk tolerance.
- Relationship Management
Overall responsibility for the management of the relationship.
- Investment Advisory
Support the relationship by providing comprehensive portfolio management advice as well as coverage of all asset classes, both traditional and alternative. The investment Advisor is the main contact for the client on all investment matters.
- Risk Management & Research
Support the relationship by providing analysis and advice on investment strategy, portfolio construction and design of customised solutions.
- Capital Markets Advisor
Offer comprehensive security trading services. This includes best execution as well as proactive advice.
- Specialists
When appropriate, provide clients with direct access to our teams of specialists in order to ensure best and most appropriate coverage of their needs: internal and external fund managers, derivatives specialists, foreign exchange and commodity dealers, etc.
On-line forex, gold & silver trading at best conditions.
