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PROTECTING WEALTH –

INCREASING WEALTH.

Welcome to Cresta Capital Partners. We offer asset management and investment consultancy services for our clients and offer family office services.

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OUR
BELIEF.

Every fortune has a different story. Fortunes are acquired or inherited, earned or won. There is one commonality: behind every fortune, there are people with different needs and expectations. Listening is an important basic requirement to understand the individual risk tolerance and risk capacity. Listening is not a one-time matter, but rather a continuous process. That’s why continuity and consistency are important to us in our consultations. We aim for an individual and comprehensive support over years and generations.

Financial markets are interconnected globally and are hectic, the correlations are complex and the number of financial instruments and financial constructs is increasing. A high level of expertise and experience is important for us to be successful in this dynamic environment. This is precisely why our asset management and investment consultancy focuses on the simple, approved and scientifically underpinned.

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OUR
SERVICES.

The wealth that we manage is deposited in a custodian bank of the client’s own choice, and under the client’s name. We offer clients the possibility of managing their wealth and conducting investment decisions through our discretionary mandates.

In the investment activity, when it comes to quality, we don’t compromise. Long-term investment in the market leaders of respective industries and countries, as well as the first-class quality of fixed-interest investments, is paramount.

The consultation is based on an investment strategy worked out together, and we render services for asset classes, regions and currencies, as well as investment titles for all asset classes.

We monitor the liquidity and due dates, as well as the development of the investments, and regularly present investment suggestions. Investment decisions are always ultimately made by the client himself.

The controlling and reporting of complex financial assets serves as an overview, allowing us to make imbalances, overlaps, and cluster risks in the investment, transparent.

We would be happy to select the appropriate asset managers and banks (Beauty Contest) that comply with your criteria, and also negotiate the conditions for you. We will assist you as independent and personal consultants.

Based on our comprehensive analysis, we create an asset concept and bundle the assets reasonably on different banks or countries within the scope of a risk diversification. The founding of a legal person (foundation, trust, funds, Swiss corporation) is very often an ideal vessel to realize the family members’ different interests.

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OUR
PHILOSOPHY.

Our independence is a cornerstone for our consistent and solid investment policy, acting in clients’ best interests. When selecting markets, industries and titles, we are free from bank opinions and products, thereby avoiding conflicts of interest. Financial markets are interconnected globally and are hectic, the correlations are complex and the number of financial instruments and financial constructs is increasing. A high level of expertise and experience is important for us to be successful in this dynamic environment. This is precisely why our asset management and investment consultancy focuses on the simple, approved and scientifically underpinned.

The yield of a security asset is essentially determined by its structure. This asset structure has to comply with the clients’ individual needs.

The consequent implementation and considerate management of a defined asset structure is a cornerstone for long-term investment success.

The portfolios we set up are exclusively made up of high quality direct investments and selected index funds. Our portfolios are built up through slow, systematic and, if possible, countercyclical investing, because there is no perfect timing when it comes to investments.

CRESTA CAPITAL PARTNERS }

CONTACT.

Stefan Schneider

Partner

Mobile: +41 (0) 79 815 14 63
Fon: +41 (0) 44 687 22 46
Fax: +41 (0) 44 687 22 47

stefan.schneider@cresta-capital.ch

Primus Greile

Partner

Mobile: +41 (0) 79 333 89 47
Fon: +41 (0) 44 687 22 45
Fax: +41 (0) 44 687 22 47

primus.greile@cresta-capital.ch