100
Discretionary Management
We manage. You stay focused.
We define your risk profile and long-term goals and manage the portfolio accordingly.
We define your risk profile and long-term goals and manage the portfolio accordingly.
For clients who prefer delegated management and long-term oversight.
Advisory Management
You decide. We advise. We design your strategy according your risk profile and provide clear recomendations.
For clients who want to stay involved and make informed decisions.
Execution Only
You decide. We execute. You manage your investments independently. We handle execution and banking relationship.
For clients who want full control without the administrative burden.
Three ways to work with us
Wealth Management
One philosophy. We adapt the level of involvement to your preferences. In all cases, our approach remains independent, transparent, and aligned with your long-term objectives.
Discretionary Management
We manage. You stay focused.
We define your risk profile and long-term goals and manage the portfolio accordingly.
We define your risk profile and long-term goals and manage the portfolio accordingly.
Advisory Management
You decide. We advise. We design your strategy according your risk profile and provide clear recomendations.
Execution Only
You decide. We execute. You manage your investments independently. We handle execution and banking relationship.
Supporting you every step of the way
Below the waterline — what makes it possible
Asset Recovery & Unblocking
Corporate Structure Restoration
Capital Structuring
Investment Portfolio Management
Corporate Cash Management
Business Sale & Capital Transfer
Capital Succession Planning
Banking Access
Supporting you every step of the way
Below the waterline — what makes it possible
Asset Recovery & Unblocking
Corporate Cash Management
Business Sale & Capital Transfer
Corporate Structure Restoration
Investment Portfolio Management
Banking Access
Capital Succession Planning
Capital Structuring
There is no standard intake process. You describe your situation — we tell you honestly whether and how we can help. The first conversation is always without obligation.
Tell us
your situation.
your situation.
Get in touch
We will respond within one business day. All information is strictly confidential.
Discuss your situation
ceo@ek-am.ch
Get in touch
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