Paul Geissbühler + Partner Ltd operates uniquely out of Zurich and offers private clients throughout the world individual international portfolio management services . We handle portfolios in all 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 bandwidth of your risk profile. Hence, you can leave the investment decisions to the experts.
Potential retrocessions from banks or brokers will be reimbursed to clients or passed on in the form of 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).