Links to www.swisslife.com Über die Swiss Life Gruppe Aktionäre und Analysten

 
Individual service of the highest quality
 

The profiles and expectations of our institutional clients are many and varied, and both play a strong role in shaping our partnerships. We therefore consider individual advice and support and top-quality service to be the key factors in creating a long-term business relationship based on trust.
 
 
 
 
Our qualified and experienced staff are the key to providing a customised service. And they are supported by reliable, proven processes:
Focus on your goals
You are looking for a solution that will help you realise your objectives: that is why we kick off each new business relationship by analysing your needs, before jointly drawing up a tailor-made investment concept. Only then do we implement the chosen strategy, giving you the benefit of our sound expertise in managing assets for institutional clients.
Your account managers
You rely on professional service: We put a Portfolio Manager and a Client Relationship Manager at your own personal disposal as a permanent contact . Whatever information you require, you will always have direct and personal access to Swiss Life Asset Management, from the very first time you get in touch.
Transparent performance
You require detailed information about investment results: A decisive factor in any long-term business relationship is the meetings with your account managers to discuss performance, which should be held at least once a year. But such meetings are intended to do more than merely present the investment results. It is equally important that we talk to you, to address your new needs, offer you advice and explain the potential impact on your existing investment structure.
Access to specialists
We provide you with access to our specialists in the following asset classes:

In addition, we offer in-depth expertise in the following specialist areas through our partners. Please contact us for further information.
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Individual service
Discover the benefits of being looked after by both a Client Relationship Manager and a Portfolio Manager.