We offer tailored investment strategies designed to align with your specific financial goals, risk tolerance, and investment horizons. Our experts continuously analyse the market and dynamically adjust your portfolio to capitalize on opportunities and minimize risks.
Our team of experienced advisors assists you in selecting investment products and strategies that meet your needs and objectives. Whether it’s stocks, bonds, funds, or alternative investments, we provide well-informed recommendations and customized solutions.
As a responsible company, we offer specialized portfolios based on ESG criteria (Environmental, Social, and Governance). We help you invest in projects that are not only financially viable but also environmentally and socially sustainable.
For affluent families, we provide comprehensive services that extend beyond traditional wealth management. This includes investment risk management, estate planning, tax advisory, and philanthropic consulting. Our goal is to ensure the long-term preservation and growth of family wealth.
We support foundations and non-profit organizations in managing their assets. Our services encompass the development of investment strategies, reporting, and compliance with legal requirements to ensure that the foundation’s objectives are optimally achieved.
Our experts prioritize transparency and regular communication. You will receive detailed reports on your portfolio’s performance as well as regular updates on market conditions and our investment strategies.
Montaris AG can consolidate all your assets, including all bankable assets as well as investments, artworks, and real estate. This ensures you always have a comprehensive overview of your wealth.
We warmly invite you to an informal consultation to learn more about our services and collaboratively develop the best strategy for your wealth.
