Asset Management

Asset Management Mandate

We believe in the value of independent, disciplined and long-term asset management. Our investment philosophy is based on in-depth financial analysis, a rigorous selection of investment opportunities and disciplined risk management. We favour companies and investments with strong fundamentals, sustainable growth and long-term value creation.

By entrusting us with an Asset Management Mandate, you benefit from our expertise, independence and personalised approach while maintaining your existing banking relationship. As your trusted point of contact, we act as the link between you and your financial institution, oversee your investment strategy and ensure that your interests remain our sole priority. Thanks to our network of partner banks, you also benefit from preferential banking conditions.

Why choose RESCAD?

Keep your existing bank

Your bank account, payment cards and banking services remain unchanged. You continue to enjoy your existing banking relationship while we take care of managing your wealth.

Your assets remain with your bank

Through our network of Swiss partner banks, we manage your portfolio directly from your existing banking institution. You benefit from preferential banking conditions while keeping your assets safely held by your custodian bank.

Rescad, your independent partner

We are not a bank. As an independent asset manager, we act solely in your best interests and serve as the trusted link between you and your financial institution, with complete transparency.

Your independent asset manager in Geneva

We support private and institutional clients throughout Switzerland with tailored wealth management and investment advisory solutions.

Our team advises you in French, German, Italian and English, providing expertise tailored to your long-term financial objectives.

As a FINMA-licensed independent wealth manager, we are committed to transparency, independence and a long-term investment approach.

Tailored solutions for every investor

Whether you are an individual, a family, a business or an institutional investor, we develop a personalised investment strategy based on your financial situation, objectives and investment horizon.

Your benefits at RESCAD

Independent wealth management

Keep your existing bank

An experienced, multilingual team

More than 20 years of asset management expertise

Discover our other services

Investment funds

Since 2019, RESCAD has developed and managed several investment funds for qualified investors, reflecting the same rigorous, independent and performance-driven investment philosophy that defines our wealth management approach.

Family Office and Philanthropy

Through our expertise and trusted network of partners, we support our clients with Family Office and philanthropy projects. We provide guidance on wealth structuring, family governance and philanthropic initiatives, while connecting our clients with carefully selected partners and charitable organisations.

Our holistic approach to wealth management enables us to deliver tailored solutions that meet the long-term needs of families, entrepreneurs and foundations.