Investment Advisory

An Investment Strategy Built Around Your Goals

Your Investment Strategy

Every investor has unique objectives, constraints and a different tolerance for risk. Our role is to support you in your investment decisions by providing independent analysis, personalised recommendations and ongoing guidance.

Tailored Investment Recommendations

Together, we define your investment objectives, time horizon and risk profile.

We then develop a strategy tailored to your individual circumstances and guide you in selecting asset classes, financial instruments and portfolio allocation, while leaving the final investment decision entirely in your hands.

You remain in control of every investment decision, while we provide the expertise, guidance and recommendations.

Investment process

Our investment approach is based on rigorous analysis of financial markets and companies, enabling us to build portfolios tailored to your objectives, risk profile and investment horizon.

Macroeconomic Analysis

We monitor key economic indicators, monetary policies and geopolitical developments on a daily basis to identify trends that may influence financial markets.

Fundamental Analysis

We analyse companies in depth by assessing their financial performance, business strategy, corporate governance and growth prospects to identify the most attractive investment opportunities.

Sector Analysis

We evaluate different sectors of the economy to identify long-term trends and investment opportunities.

ESG Analysis

Environmental, Social and Governance (ESG) criteria are integrated into our investment process to assess the sustainability and overall quality of the companies we select.

Technical Analysis

Technical analysis complements our investment process by helping us identify market trends and optimise investment timing.

By combining these different approaches, we develop a disciplined and coherent investment strategy tailored to the profile and long-term objectives of each investor.

RESCAD, Your Independent Advisor

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.

Our Commitment to You

A Multilingual Team

Independent Advice

Expertise Dedicated to Your Investments

With more than 20 years of experience in wealth management, our specialists support you in analysing financial markets, building your portfolio and monitoring your investments through a rigorous, independent and personalised approach.