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Services

Independent Asset Managers

Trading services

As a member of the SIX Swiss Exchange we work with leading brokers to offer you access to most of the world’s financial markets.

Thanks to direct contact with our trading room, your orders will be executed instantly and your transactions will remain strictly confidential.

E-services

Bonhôte Access, our IT solution for professionals, gives you a detailed view of your clients’ portfolios 24/7. You can:

  • Evaluate, consolidate and analyse accounts by asset class
  • Print account statements and logs of securities trades
  • Obtain additional information on clients’ positions, such as maturities and regularly updated prices.

Investment advisory services

Our team of analysts is close to the markets. They will advise you actively on your investment decisions and keep you regularly informed on new proposals, in accordance with your time horizon and investment profile.

Being independent allows us to select the best external funds objectively and thus to offer you a complete range of top-performing products.

Publications

Our specialists edit various publications: a weekly flash (FR) and a quarterly analysis encapsulating our convictions on the markets.