Investment Consulting Services

  • We offer two distinct investment consulting services to meet your financial needs, tailored to your preferred approach:

    1. Personalized Investment Strategy
      We provide proactive recommendations tailored to your financial goals. Whether you wish to retain maximum control and simply need a sparring partner to help develop and implement your own investment strategy, or if you prefer following La Côte Invest’s strategy but still want to make the final decisions, we adjust to your preferred modus operandi. By analyzing your financial situation, risk tolerance, and preferences, we identify the most suitable strategies and investment options. You remain in control, supported by ongoing monitoring and adjustments to keep your strategy on track. If desired, we can also handle the preparation and transmission of orders on your behalf, ensuring a seamless execution process.

    2. Portfolio Management
      If you prefer to fully delegate the management of your portfolio through a portfolio management agreement, we can partner with FINMA-licensed independent Asset Managers. FINMA, the Swiss Financial Market Supervisory Authority, oversees and regulates financial institutions in Switzerland, ensuring a high level of security, compliance, and integrity. We will analyze your financial situation, risk tolerance, and preferences to choose the right strategy for you, in collaboration with you. Your portfolio will then be actively managed, continuously monitored, and dynamically adjusted to ensure it remains aligned with your evolving objectives. As part of this service, you will also gain access to first-class depositary banks and benefit from special conditions, ensuring premium services for your investments.

  • La Côte Invest offers specialized investment advisory services for institutional clients, including mutual funds, pension funds, corporations, foundations, and more. We are dedicated to providing strategic guidance and support to optimize your investment approach, drive performance, and align with your long-term objectives. Our services include:

    • Designing Efficient and Coherent Investment Strategies
      We work closely with you to create a well-structured, diversified investment strategy that aligns with your unique goals, risk tolerance, and governance standards.

    • Enhancing the Performance of Existing Strategies
      We review your current strategy and identify opportunities for improvement, ensuring it is positioned for optimal performance in the current market environment.

    • Ongoing Strategy Oversight and Monitoring
      We provide continuous oversight, ensuring your strategy remains aligned with evolving market conditions, regulatory changes, and your institutional objectives.

    • Proactive Recommendations for Strategy Adjustments
      We offer forward-looking insights and recommendations to fine-tune and enhance your current strategy, adapting to changing market dynamics and new opportunities.

    • Seamless Implementation of La Côte Invest’s Investment Strategy
      If you choose to adopt La Côte Invest’s investment strategy, we manage its implementation with precision and care, ensuring that it integrates smoothly with your broader investment objectives.

    At La Côte Invest, we are committed to consistently delivering value. Our goal is always to contribute positively to your portfolio’s overall risk/return profile, helping you achieve superior long-term outcomes.

  • For smaller organizations, we act as your outsourced Investment Office (oIO), complementing your team without replacing your Chief Investment Officer (CIO). You retain full control over investment decisions, while we provide support in the following areas:

    • Designing and maintaining a robust investment process

    • Monitoring and analyzing the performance of your model portfolios in terms of risk and return

    • Preparing and leading monthly or quarterly Investment Committee meetings for the Chair

    • Developing investment products to meet evolving market trends and client needs

    Our goal is to enhance your client portfolios' risk/return profile, offering a streamlined and coherent investment process, without the need to establish and maintain a dedicated internal investment office.