Wealth Management
Shapeyour wealth
Together, we build the future of your wealth.
Your satisfaction is the measure of our success.
At NS Partners, we believe that talent makes the difference. For over three generations, we have been shaping wealth with the freedom and independence that define our DNA.
THREE-WAY RELATIONSHIP
You choose your bank
You benefit from our preferential banking and brokerage fees
You access a large and selected range of products
Consolidation, quick assessment, wealth planning … we adapt our approach to your needs
We work with prestigious custodian banks worldwide (Switzerland, Luxembourg, UK, Italy, Spain and USA)
We select for you the most suitable products
We control how much banks and third parties charge you
We coordinate the relationship with the custodian bank and service providers
Your
account
Mandate and
reporting
Our levels of service
Discretionary mandate
Our discretionary mandate offers you the full benefit of our active management and fund selection expertise, Tailored to your unique profile, our bespoke solutions ensure that your portfolio reflects your specific objectives and risk tolerance.
Advisory mandate
Available exclusively in Switzerland, our advisory mandate (a non-discretionary mandate) puts you in control while benefitting from our investment expertise. We actively suggest tailored strategies and investment ideas based on your profile, we support you every step of the way.
INVESTMENT PROFILES
Depending on whether you place greater or lesser emphasis on capital preservation or growth, you can choose from different profiles, which can be adapted to your specific needs.
WEALTH MANAGEMENT
Conservative
Essentially focused on capital stability and income generation, this profile invests mainly in fixed income and low volatility investments.
Balanced
Aimed at achieving a balance between stability and capital growth, this profile is more broadly diversified between fixed income, equities and alternative investments.
Growth
The aim of this profile is to achieve a high return over the long term. The portfolio is invested mainly in equities and directional strategies, supplemented by bonds and alternative products.
WEALTH MANAGEMENT AT NS PARTNERS
It’s all about you.
Bespoke solutions
Thanks to our ability to really understand your needs, the agility afforded by our human scale and our recognised expertise, we can suggest and implement solutions that are tailor-made just for you.
Alignment of interests
Our solutions are built on the principle of alignment of interests through co-investments and performance-linked fees, ensuring that we only succeed when you do.
Best talent for you
For over 60 years, it is in the DNA of our seasoned investment team to actively manage your portfolio.
Performance, performance
We achieve your performance objectives being long term investors, not short-term traders. This is how we shape your wealth.
Documents & Policies
our Wealth Management committed team
NS Connect
- Mobile access 24×7
- Comprehensive overviews of your portfolios, assets and performance
- Detailed view by strategy, sub-strategy and currency
- Direct contact with your relationship manager by email or by phone
- Easy access to our latest publications