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AGS Holding AG is an innovative Switzerland investment management company.
We collaborate with top-tier investment managers from around the globe. For clients requiring customized portfolio solutions, we structure, monitor, and manage portfolios in accordance with industry best practices.
AGS Holding AG offers a comprehensive private investment management service to high-net-worth individuals. Through our relationship with a number of the world’s leading investment management firms, we are able to construct portfolios with a dependable, tested, and conservative investment strategy. Each client is served through a personal investment relationship that establishes and adheres to their unique objectives, requirements, and guidelines.
Direct investment in many of the world’s premier pooled or mutual funds provides access to a vast array of investment portfolios. Importantly, direct investment allows customers to add any manager to their plan’s investment options now and in the future.
OUR SERVICES
AGS Holding AG offers comprehensive financial planning services to corporate executives, professionals, business proprietors, and other wealthy clients. These services range from discussing each transaction with you beforehand to providing discretionary management advice.
Don't wait - contact us today to learn more about how we can help you invest in your future!
Some customers are hesitant to invest their entire net worth in their preferred asset classes all at once out of concern that early losses may never be recovered. Others may prefer a stable, long-term approach, while some investors will want to constantly adjust their portfolios to capitalize on tactical opportunities.
We Analyze your current financial plan and tailor solutions to satisfy your specific requirments
We incorporate and integrate all facets of your plan, such as your investment portfolio, estate plan, insurance portfolio, financial flow, and income tax situation, among others. We take the time to comprehend your financial situation and direct our efforts toward overcoming your obstacles. In partnership with you, we establish and strive to achieve your financial objectives through objective planning and asset management. Our company offers investors access to global financial markets and the ability to construct well-diversified portfolios to satisfy their individual return objectives and risk tolerances.
Our Relationship Managers and Private Bankers are Wealth Management professionals.
They will serve as your portal to a vast multitude of knowledge and resources devoted to assisting you in acquiring, protecting, utilizing, enjoying, and passing on your wealth.
Our ongoing monitoring and management enable your portfolio to be adapted to a shifting environment, ensuring that it continues to meet your requirements.
If, for instance, an opportunity arises in a particular asset class, a fund manager or investment platform undergoes a strategic shift, or your portfolio’s risk/return profile deviates from our expectations, we will act to safeguard your interests.
WE OFFER A VARIETY OF WAYS TO MANAGE YOUR MONEY BY YOUR INDIVIDUAL PREFERENCES.
WE OFFER A VARIETY OF WAYS TO MANAGE YOUR MONEY BY YOUR INDIVIDUAL PREFERENCES.
OUR OBJECTIVE IS TO WORK WITH YOU AND MANAGE YOUR PORTFOLIO ACCORDING TO YOUR PREFERENCES AND REQUIREMENTS.
OUR OBJECTIVE IS TO WORK WITH YOU AND MANAGE YOUR PORTFOLIO ACCORDING TO YOUR PREFERENCES AND REQUIREMENTS.
Our Partners
