Together to the Goal

Working Together

Do you place high demands on the management of your assets? Do you value individual and competent support? Then we should get to know each other. At the beginning of our relationship building is the intensive, personal discussion. Together with you, we determine your current situation, your needs and your risk profile. Based on this, we define the investment strategy that suits you and ensure that your wishes are always at the centre of our attention. You set the direction and we are at your side right from the start and take care of achieving your goals with great commitment and our many years of experience. Contact us and let us show you the strengths and advantages of a personal client relationship at YourCapital Partners AG.

Client-YCP

Our Conditions

For assets over 5 million, we can provide you with a tailor-made, even more attractive offer.
Please contact us for more information!

Portfolio Check

Free Free of charge
  • Professional second opinion
  • Portfolio control
  • Neutral approach
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Reporting

Fixed Fix fee
  • Professional reporting
  • Data control
  • Maximum transparency
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Wealth Advisory

We advise, you decide.

After jointly defining the appropriate investment strategy for you, e take over the analytical work and keep you regularly informed of any necessary adjustments. With this type of cooperation, your time spent on analysis and control work is reduced to an absolute minimum so that you have more time for your private life or other business activities. Adjustments to the investment strategy are possible at any time at your request and will be implemented without delay.

Real Estate

Real estate investments are an important component of an integrated, long-term-oriented asset management system.

We have many years of experience and a broad network of contacts in the real estate sector. We actively support you in the purchase or sale of your property, in advising you on your real estate project or in networking with the right partners. We have in-depth knowledge of the Swiss market and can offer you the best conditions for your real estate transactions.

Portfolio Check

Do you need a second opinion on your current asset manager?

In our portfolio check, we check whether the investment strategy defined for you is appropriate and the total costs justified.

Our portfolio check provides you with a professional and independent second opinion to optimize the management of your assets and avoid unnecessary risks that exceed your risk tolerance.