Financial investment advice
Depending on your life goals, liquidity needs and risk tolerance, we define customized solutions and provide you with the best possibile investment advice. We also optimize financial , fiscal and juridical planning.
Financial analysis and research
Strategic advice
Investment governance
Daily market monitoring
Recommendations and portfolio monitoring
Asset management with mandate
We are completely independent from banking institutions, but work closely with them.
The process is simple: there is no need to change banks when you entrust us with the management of your portfolio.
Your asset manager in Geneva and Chur
Our two offices allow us to meet our clients throughout Switzerland.
We answer all your questions in English, German, French, Italian, Spanish, Portuguese and Romansh.
Our specialists in portfolio management and financial analysis can provide you with the best advice for your financial investments.
Institutional and private clients
We offer personalized and efficient services to private and institutional clients.
RESCAD: an independent intermediary
Investment funds for qualified investors

Since 2019, our two funds for accredited investors have proven to be very successful.
Managed and administered in-house, these funds allow us to quickly offer interesting investments to our private and institutional clients.


Philanthropy
A philanthropic commitment can take many forms:
One-time financial donation
Regular contributions to natural or legal persons
Regular allocations for specific projects through reputable organizations
In addition to advice on the contribution of donations, RESCAD advises you:
- in strategy and organization of a philanthropic institution ;
- in strategic asset allocation, based on the annual contribution target.
Through its network of contacts in the philanthropic field in Switzerland, RESCAD can find partners to help you realize your projects.
RESCAD was originally created to be an asset management company independent from banks to be able to continue managing the assets of philanthropic foundations.
Family Office Wealth Management
Thanks to its independence, RESCAD offers to clients with global and international assets, a family office model without conflicts of interest as to the investment strategy and diversification of investment risks, as to the choice of bank custodians, to the consolidation of performance as well as with a complete and detailed reporting and the selection of external asset managers.
Through its network of relations in the philanthropic field in Switzerland, Rescad finds you partners to carry out your projects.
Our expertise and knowledge in the asset management industry offers our clients very efficient solutions.

RESCAD
Your partner for Asset Management, Financial Advisory, Family Office and Philanthropy.