Asset Management

Asset management with mandate

We are convinced of classic and independent asset management and specifically look for companies for our customers that meet our requirements in terms of earning power as well as growth in sales and margins and stand on a solid financial foundation. A continuous and disciplined investment policy supports us in our daily investment decisions.

By granting an asset management mandate to RESCAD, you benefit from our many years of independent and fair asset management without having to change your bank details. As the link between you and your financial institution, we take care of all matters relating to your assets and you also benefit from excellent conditions at our numerous partner institutions.

Simple approach

Your banking relationship remains unchanged

Your bank, account number and all others Banking services such as bank cards or your online banking access remain untouched.

Your assets are managed internally

Through our collaborations with various reputable and solid financial institutions in Switzerland we have the possibility of managing your assets directly through your preferred bank.

You also benefit from our excellent conditions at several financial institutions.

Rescad: your independent partner

We are not a bank, and rather act as a independent contact between the financial institution and our customers.

Your asset manager in Geneva and Chur

Our two offices allow us to meet our clients throughout Switzerland.

We answer your questions in English, German, French, Italian and Romansh.

Our specialists in portfolio management and financial analysis can provide you with the best advice for your financial investments.

Wealth management for institutional and private clients

As an independent intermediary, we offer personalized and efficient services to both private and institutional clients.

Your benefits at RESCAD

Independence from banking organizations

Simple investment process

Multilingual and experienced consultants

20 years of experience in asset management

Our other services

Investment funds

Since 2019, we have established two investment funds for qualified investors.

Family Office and Philanthropy

Through its network in the philanthropic field in Switzerland, Rescad can propose partners to realize your projects.

RESCAD was originally created to be an asset management company independent from banks, and keeps managing the assets of philanthropic foundations.