Get more out of your money.
We show you how to structure your assets sensibly and grow them in a targeted manner, step by step.
More than just a duty when it comes to Assets
Money lying around loses value. Money that is invested in a structured way works for you. Whether for retirement, your children or simply your freedom - building wealth starts with clarity, discipline and strategy. If you invest too late or incorrectly, you lose time, returns and often a lot of money through unnecessary fees.
Why is the topic important
What you need to look out for
How is your portfolio structured?
How high are your costs?
Which accounts, products and partners make sense for you?
of Swiss people invest haphazardly - ETFs here, funds there. Without a strategy, wealth accumulation remains a patchwork quilt. If you don't have a plan, you pay twice: in fees and time.
What we do for you
We analyze your investment situation (including asset allocation) and help you choose a setup that works in the long term - independently and tax-consciously.
Analysis of custody account, 3a, vested benefits, investment behavior
Strategy proposal for your wealth accumulation
Access to selected partner solutions (on request)
Analysis of custody account, 3a, vested benefits, investment behavior
Strategy proposal for your wealth accumulation
Access to selected partner solutions (on request)
Your contact person
I have seen so many portfolios that were built on gut feeling rather than plan. Structure brings calm - and more net income.
Philippe Muntwyler
Get more out of your money.
This is how a Caveo service works.
- Then you decide whether and how to proceed.
- We analyze your situation - individually.
- Clear next steps and recommendations.
- Your advisor remains available for queries.
- For updates, new questions or simply to check.
