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



The Right Strategy For Every Investment Need


Variations in investment preferences require differentiated strategies. Depending on your risk-return profile and investment horizon, you have a choice between five investment models (all conforming to BVV2)  for  the individual management of your vested benefits.

Option 1 - SLI 50

Option 2 - SLI 40

3D Concept: max. 50 %

3D Concept: max. 40 %
bonds, capital protection
investments:  at least 50 %

bonds, capital protection
investments:  at least 60 %


Option 3 - SLI 30

Option 4 - SLI 20

3D Concept: max. 30 %

3D Concept: max. 20 %

bonds, capital protection
investments:  at least 70 %

bonds, capital protection
investments:  at least 80 %


Options 5 - SLI 10

3D Concept: max. 10 %

bonds, capital protection
investments:  at least


Further information on the subject of vested benefits
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