BANK-INDEPENDENT ASSET MANAGEMENT IN SWISS PRIVATE BANKING QUALITY SINCE 1988



The Suitable Strategy For Each Investor


Our clients use the advantage of setting different investment preferences. That is why we offer the strategy suitable to each investor.

Option 1 - Dynamic Plus
Target rate of return 10-12 % p.a.*

Option 2 - Dynamic
Target rate of return 8-10 % p.a.*

3D Concept: max. 100 %

3D Concept: max. 65 %

bonds, capital
protection investments: 35 %



Option 3 - Balance
Target rate of return 6-8 % p.a.*

Option 4 - Security
Target rate of return 4-6 % p.a.*

3D Concept: max. 50 %

3D Concept: max. 35 %

bonds, capital
protection investments: 50 %

bonds, capital
protection investments: 65 %



Option 5 - AAA Security
Target rate of return 3-6 % p.a.*

bonds, capital
protection investments: 100 %





*not guaranteed

Our comprehensive analysis of security deposits, including the pension provision and tax analysis, help you in choosing the best possible investment strategy for you.

More information on the subject of asset management

Cosmopolitan Vermögensverwaltungs AG
House of Finance · Rütistrasse 20 · CH-9050 Appenzell
Telefon +41 (0)71 353 35 15 · Telefax +41 (0)71 353 35 18 · welcome@cosmopolitan.ch