Swiss Life - Individual service

We know each customer's individual needs and investment goals, and always take these as the starting point for the asset management services we offer. Which is why, with Swiss Life Asset Management, you can enjoy the benefits of being looked after by a team of two advisors, comprising a Client Relationship Manager and a Portfolio Manager. This means you are guaranteed to always have direct access to a familiar contact, from the very first time you get in touch.

Keeping the communication channels between you, the customer, and Swiss Life Asset Management short and clear creates transparency and mutual understanding. A direct dialogue allows you to tell us about your goals and means we can respond in a way that satisifies your requirements, incorporating these into the strategic investment planning.

Ongoing reviews of the investment strategy and subsequent regular discussions with you are both tools which can help bring about the optimum achievement of objectives. This includes the following:

Monthly reports on the financial market outlook
Monthly reports on the global economic scenario
Monthly custody account statements
Individual presentation of investment results - at least once a year
Client-specific investment reporting, based on the modern Allocare portfolio management system with the latest TWR (daily valuation) performance calculation method.

Investment process
Our investment process illustrates how your assets - and your manager's performance - are constantly being monitored.

Contact
If you have any questions please do no hesitate to contact our advisor at any time. Please get in touch.