Our services

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