The BPS (SUISSE) advisory model comprises five phases – which interact dynamically with one another – to offer a meticulous and continuous service, researching the most suitable investment strategy.
1. Identifying needs and risk profile
2. Defining the investment strategy
3. Analysing and portfolio proposing
4. Implementing the strategy
5. Monitoring and optimising the portfolio on an ongoing basis
You can contact our call centre between 8 a.m. and 5.30 p.m. Monday to Friday on 00800 800 767 76 (calls from Switzerland are free).
Alternatively, you can use our contact request forms.
