Targeted solutions for your needs

The services of Grimaldi & Partners AG are neutral and independent of banks. They are based solely on the individual needs of the customer. The offer includes asset management, investment advice and advice on asset issues as well as the brokering of financial services.

Independent, neutral asset management

We manage your assets: you entrust your investment business to experienced specialists and you have more time for other important things in your life.

  • Together with you, we analyze and define your risk profile and determine your investment strategy.
  • You give us the responsibility for careful and active management of your assets.

  • Our investment specialists work with your assets in accordance with your investment profile and market conditions.

 

Independent, neutral investment advice

We advise you and you take the investment decisions: With professional advice, the investment specialist supports you in your investment decisions.

  • Development of tailor-made trading strategies to take advantage of short-term market opportunities.
  • Development of tailor-made investment strategies for the long-term preservation and increase of assets, taking into account the personal needs and risk profile.

  • Short-term or strategic investment recommendations and switching proposals in the areas of shares, bonds, derivatives and currencies.

Independent, neutral financial services

We provide the best specialists: We support you in all other financial matters with the help of neutral, independent, competent experts:

  • Legal and tax advice and preparation of tax statements
  • Insurance, real estate and inheritance advice
  • Brokerage of financing and advice on business start-ups

 

 

 

 

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«We manage your assets, you have more time for yourself.»

 

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«What I particularly like about Grimaldi & Partners is the real independence. This also means that investments are not simply made in stocks like Nestlé and Roche, but - depending on the market situation - in other investments that currently have more attractive earnings prospects. A good investment policy also means having the courage to find unconventional solutions, although this naturally also means that these investments are continuously and carefully monitored. I was able to experience this at Grimaldi & Partners. Thank you very much!"