For our clients, we strive to provide individual services, efficient and transparent in the context of a relationship of trust and dialogue, to best meet their expectations, all without unnecessary administrative burden.
We follow ethical rules of professional behavior and are affiliated to a self-regulatory body (Swiss Association of Asset Managers). Our customers can be sure of our discretions; we carefully protect their security and confidence.
In order to ensure its independence, Adequaris works with several first-class custodian banks.
Our main activities focus on the following services:
- Wealth management
- Investment advice and mortgages
- Financial analysis
- Financial and succession planning