Your objectives

Based on your individual risk profile and your personality, your wealth manager and personal advisor defines together with you the strategical asset allocation (SSA). We focus on your needs and do neither offer any strategies from the shelf nor standard products.

Our Strategy

Risk profile and investment objectives define the market neutral, strategic asset allocation and the long-term performance. We explain what is possible and can be achieved: clearly and honestly. And without unrealistic performance promises.

The expected total return of a portfolio is a result / function of risk and return. The higher the expected return (vertical axis) the higher the risk (horizontal axis). The strategic asset allocation, the diversification by investment instruments and the structure of your portfolio are, thus, accountable for the long-term return and success. And your satisfaction.

Huber & Partner offer you a great deal more than simple asset management. Our services cover every single aspect of your financial needs. With an added value.

In order to ensure the future of your family and business interests, preserve your assets and avoid the possibility of long and tedious wrangling over your estate, we assist you in wording and drawing up your last will and act as executors of your estate. We also provide tax consultancy. If you file your tax declaration in Switzerland, we draw up the tax return for the corresponding authorities at your domicile. We establish tax-conform Trusts, Foundations and Companies and represent you and your interests on the Board of Directors.

Whenever it makes sense we cooperate with specialists, e.g. reputable tax and legal consultants and lawyers. We maintain long lasting relationships to the leading bank in Switzerland offering their global banking network and custodian services.

And as an active Memer of the Swiss Associaiton of Asset Managers (VSV/SAAM) as well as the Swiss Society of Financial Analysts and Portfolio Managers (SSPP), we are committed to ensuring services of the highest possible quality and maintaining rigorous moral and ethical standards.

Ultimately, however, the motivation to accept new challenges and to provide outstanding services comes from our most important partner: Our distinguished clientele. That’s you.