Financial Advisement & Wealth Management

By focusing on our clients’ needs and actively managing the actual market conditions, we aim to achieve the goals that are set in a personalised process. With decades of experience, agility and progressive thinking, we provide the advantage that is needed in todays market.

We restructure and manage our clients' portfolios, creating the best possible tailor-made solutions for them.

We are not just talking about diversification. Instead we evaluate and ensure the right mix, by including the following assets classes into the process:

- Alternative Investments

- Bonds (the whole range, from Investment grade to perpetual, according to our client-partners risk profile)

- Commodities

- Derivatives

- Stocks (the whole range, from listed to unlisted companies according to client risk profile)

- ETFs

- External Funds

- FOREX Products

- Hedge Funds

- Structured Products

- Real Estate > Find out more

- Tangible assets (precious metals, et. al.)

For more information about our Financial Advisement services please contact us at welcome@nordicinvest.ch or simply call +41 44 202 77 77

Investment Controlling

KM Nordic Invest offers disciplined investment controlling and monitoring functions within asset management, portfolio management and investment management.

By constantly tracking and independently supervising the quality, we ensure the best performance and quality of our client-partners investments and interests. In an increasingly complex environment, we also strive to provide up-to-date performance reviews as well as compliance reviews. As an active member of VQF, we have access to a broad range of competencies and controlling tools, which we practise according to official rules and conduct.

- We provide our client-partners with full transparency and implementation of best practices toward performance measurement and performance presentation.

- We address performance issues on a regular basis and do not leave them unmonitored.

- We reduce unnecessary discussions by using more objective and less subjective information during the performance reviews.

For more information regarding Investment Controlling please contact us at welcome@nordicinvest.ch or simply call +41 44 202 77 77

Philanthropy

KM Nordic Invest AG supports the development of sustainable philanthropy.

We assist by creating trusts or support in identifying organisations or projects of general interest. This can be in the field of humanitarian aid, social or medical assistance, the protection of our environment, or supporting arts and culture.

Naturally, we apply our philosophy and make sure that your generosity is used in the most efficient way to create sustainable value.

For more information regarding our Philanthropy Services please contact us at welcome@nordicinvest.ch or simply call +41 44 202 77 77