Everything we do is about you

Our Services

Portfolio Management

  • Portfolio management enables you to delegate the management of your financial assets to our Senior Investment Managers.
  • Our Senior Investment Managers will assist you in identifying the most appropriate investment strategy in accordance with your financial needs and attitude to risk.
  • All our investment strategies are designed by experienced professionals with the aim of optimising the performance whilst reducing the risk through adequate measures.
  • We will carry out all investment decisions we consider appropriate to meet your investment objectives. All of them are based on comprehensive economic research and sound financial analysis.
  • Your portfolio will be constantly monitored. We do not only calculate the performance, but also the risk of your portfolio and we provide you, should you require, a comprehensive report on a regular basis.
  • We work on the basis of a fully transparent fee structure.
  • We offer portfolio management to clients who hold their assets with us as well as to individuals who hold their assets with a third party bank and would prefer to solely use Turicum's asset management services.