Paul Geissbühler + Partner Ltd operates uniquely out of Zurich and offers private clients individual international portfolio management services . We handle portfolios in the important Western currencies. Reliability, confidentiality, fairness and integrity are the cornerstones of our management philosophy.Our company structure allows for independent decision-making and flexibility in a challenging and rapidly changing business environment. The three business partners combine more than 100 years of experience in financial markets.
Paul Geissbühler + Partner Ltd’s core competence is international portfolio management with the focus on a demanding and sophisticated international clientele.
For questions related to tax and estate planning, its clients seek the advice of independent specialists. The company’s exclusive focus on portfolio management helps it to avoid any potential conflicts of interest.
Our balance sheet does not contain any customer funds and poses no counterparty risk for clients. We do not operate any commercial lending business and do not participate in syndicates. Our clients maintain their own accounts at their bank. The management mandate merely allows us to manage the portfolio, however not to transfer cash or assets.
Your investment targets and risk preferences will be determined during a personal meeting. Management of the portfolio is then transposed into a mandate based on the mutually defined investment strategy. Hence, you can leave the investment decisions to the experts.
Our firm does not accept any retrocessions from banks or brokers. Therefore, our clients benefit from better conditions and lower brokerage fees.
We will be happy to advise you in greater detail on the broad range of possibilities.
Investment at a glance
Generally, we invest directly in shares, bonds, convertible bonds and cash. If investments are required in fields we do not cover directly, we use Exchange Traded Funds (ETFs).