Wealth Management

OVERVIEW

We are interested in your personal success – and your interest is our mission.

 

As a wealth management company that is FINMA regulated and is not affiliated with any banks, we are committed exclusively to you and your requirements. We are free from any attachment to a particular bank and we use a wide variety of financial instruments available in the market.

 

Our network of banks, brokers, lawyers, trustees and financial specialists as well as cutting-edge sources enable us to be thoroughly informed about all local and global, political and business factors that may be influencing the markets at any given time.

Books_Wealth Management

“The secret of success is to do the common things uncommonly well.”

― John D. Rockefeller

Wealth Management

WE LISTEN FIRST

We listen first_Wealth Management

Your portfolio should be as unique as you and your current situation in life. This is why we take the time to listen to you, understand you and, based on personal exchange, develop an investment strategy that meets every aspect of your requirements.

 

Open and honest communication is the basis for a long-term, trusting relationship. We adopt a transparent fee policy and will only engage in investments that are fully plausible to you.

 

The more complex the asset situation, the more individual the solutions must be. We take a lot of time to analyse your financial situation together with you. Your wishes and goals are at the centre of our assessment. Based on this, we develop your very own personal investment strategy.

 

Your dreams and goals are at the heart of what we do.

“The stock market is designed to transfer money from the active to the patient.”

― Warren Buffett

Wealth Management

ASSET ALLOCATION

One of our core competencies are Wealth Management as well as Advisory. Our strong commitment to quality fulfils the highest industry standards for private and institutional investors.

 

ICG’s Wealth management and Advisory approach is sustainable and follows a long term view. The Asset Allocation is dependent on the individual goals of every client as well as on macroeconomic factors, relative risks and investment opportunities perceived by our experienced investment professionals.

 

The realisation and implementation of the individual strategy is based on a “Core-Satellite-Approach”, where we select cost-efficient core investment products with actively managed or theme-based satellite-investment-solutions as add-on. The core of a client’s portfolio follows a strategic long-term view. We tend to invest in quality companies with sustainable business models, stable earnings and a global focus. While a portion of the portfolio will be allocated in short-term tactical investment opportunities to provide an enhanced yield. To keep the expenses on a minimum level, we try to avoid large portfolio reallocation.

 

Based on our systematic investment approach we try to select the investment solutions with major investment opportunities for our clients. A thoughtful due diligence, where we evaluate chances and risks is done prior to the effective allocation. Our long-term goal is to generate a risk adjusted return with a bespoke investment strategy.

 

We handle all operations with the highest degree of care. A strict, uncompromising risk management strategy and transparent measures of success are of importance to us. We strive to continuously develop our risk and compliance functions to provide the best possible protection.

Wealth Management

Offerings

Discretionary Asset Management

You want to focus on what’s really matter in life and let experienced investment professional take care of your investments? Take your time to do what you really wish and let us do what we do best. With a jointly-developed investment strategy we will do our very best to ensure that you achieve your goals.

Advisory

You want to take care on your own portfolio but wish advisory on key questions? As an independent asset management firm we’re free from all constraints and can provide you with solutions which fits you the best. You can profit from our long-standing investment professional team.

Special Mandates

You’re looking for an investment solution specifically bespoke to your needs? The team at independent capital group can develop a strategy for every asset class there is. It doesn’t matter if it’s in traditional classes like equities or fixed-income or if it’s a more exotic and complex structure like hedge funds or private equity investments.

Supplementary Services

You’re looking for advice about home financing, retirement or even tax optimisation? We can provide you with advice in every life situation. Our relations to the industry allows us to bring you in contact with experts where we join you on your path to achieve your goals and fulfil your needs.

Wealth Management

OUR VALUES

Independent

We are free from any bank and are committed exclusively to you and your requirements.

Made to measure

Your portfolio should be as unique as you and your current situation in life. Fully transparent to all of our clients as well as prospects

Swissness – local and interconnected

Branch offices in Zurich and Basel. Well connected with specialists in all important areas in the financial industry

Available at your request

Thanks to our lean structures, we have efficient and reliable processes in place, offering an immediate communication with you.

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Monthly Fund Newsletter
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Monthly Fund Newsletter
Weekly Market Update
Presentation
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Monthly Fund Newsletter
Weekly Market Update
ESG Quarterly Report
Presentation
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Monthly Fund Newsletter
Weekly Market Update
ESG Quarterly Report
Presentation
Please fill in your information and check the respective box to receive the latest Presentation and/or our Newsletter
Request
Monthly Fund Newsletter
Weekly Market Update
ESG Quarterly Report
Presentation
Please fill in your information and check the respective box to receive the latest Presentation and/or our Newsletter
Request