Wealth Management

Investment

Regardless your risk profile,
we make this world available to each and everyone
in full transparency.

Why Investing With Us?

A Dedicated
Advisor

A question of your investments ?
Your appointed advisor is available and will guide market trends.

No
Hidden Fees

No bad suprises,
Transparency is our priority

Adapted to
risk profile

Investments in line with your values.

    Discover

    What type of investor are you ?

    Only 1 minute to discover your investor profile.
    Start
    What type of investor are you ?
    WHAT IS YOUR INVESTMENT HORIZON ?

    Less than 3 years

    3 to 6 years

    More than 6 years
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    What type of investor are you ?
    HOW SENSITIVE ARE YOU AGAINST RISK ?

    I don't like risk and would not want to expose my capital to market fluctuations.

    In order to grow my capital, I am ready to expose myself to moderate risk.

    I am ready to maximize my returns through important market fluctuation.
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    What type of investor are you ?
    WHAT IS YOUR INVESTMENT GOAL ?

    Small growth but with my capital guaranteed.

    Medium growth.

    The best growth possible.
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    What type of investor are you ?
    IF YOUR INVESTMENTS DECREASE BY 20% OVER A SHORT TIME PERIOD, WHAT DO YOU DO ?

    I sell whatever is left.

    I keep my investments.

    I use this opportunity to buy more.
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    Investment Profiles

    “Slow and steady wins the race”

    As a conservative investor, wide market fluctuations aren’t for you. You have a low risk tolerance and as a result prefer to protect your capital through products which guarantee a return on investment. It is for this type of investor that we have imagined and developed our SafeImmo investment product, returning an excellent yield while being risk-free.

    “Striking the right balance”

    As a balanced investor, you are comfortable into taking calculated risks and accept a certain level of market volatility. You allocate your investments both on conservative and speculative products aiming at balancing risk for a healthy portfolio.

    “No risk, no return”

    As a speculative investor, you pursue ambitious objectives while accepting a high level of risk. You prioritize investments in stocks, derivatives or even cryptocurrencies. In order to attain these objectives, our wealth managers are best suited to advise on your investments or to promptly execute orders on your portfolio based on your own strategy.

    Would you like us to build a personalised investment strategy ?

    Our Investment Products

    A possibility for each wish. A solution to all needs.

    Regardless of your investment horizon, your risk profile and within your ethical values, we offer a large range of investment products answering your requests and needs.

    We combine fundamental research and technical analysis within a strict quantitative methodology. This enables us to generate yield by being flexible and ready to face market volatility.

    Your investments require strong foundations along with appropriate monitoring. This is where Financial Partners strength lies.

    STOCKS

    Stocks, a centerpiece with historical performance beyond most forms of investment.

    With very wide investment possibilities on various stock markets, they are essential to medium to high risk wallets.

    DERIVATIVES

    Futures transaction, options or swaps, derivatives are high risk instruments with the potential to offer high returns.

    These products are best adapted to speculative investors seeking for high returns while accepting the implicated risk.

    ABOUT RISKS

    At Financial Partners SA we put everything in place to offer responsible investment solutions and communicate clearly about risk factors.
    As a member of the Association Romande des Intermédiaires Financiers (ARIF), we apply LEFIN et LSFIN laws which set the requirements for the governance of products and services provided by financial institutions, with the aim of protecting investors. These laws also establish comparable conditions for the provision of financial services offered accross providers, ensuring fairness and thus contribute to strengthening the reputation and competitiveness of Switzerland as recognized center for finance.
    For more information, feel free to consult the document Risks Involved in Trading Financial Instruments by SwissBanking.