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Our Philosophy

The key to successful asset management is a trusted relationship with the client. Our profound understanding of your objectives by also considering your personal and family circumstances as well as honoring your values are the cornerstones of our long-term partnership.

 

The focus of our activities is the quality- and value-oriented management and further development of your portfolio. We can tailor solutions designed to your specific needs respecting your risk profile. Our fee structure is completely transparent.

 

Our independence is of crucial importance. It enables us to construct portfolios incorporating truly best-in-class investments. Furthermore, it allows us to represent your interests to the best of our knowledge and belief.

 

We have worked with trusted private banks over many years. Our long-term and proven relationship with them offers you the advantage of having FINMA-licensed Lotos Asset Management as your personal asset manager and your bank of trust as a guarantor of security on your side.  

Our Areas of Activity

Asset Management

Asset Structuring

Wealth Planning

“There are sources of joy that never dry up: the beauty of nature, of animals, of people that never ends.” Leo Tolstoy

The lotus flower is one of the oldest symbols of purity of heart and mind. It stands for a long life full of happiness and health. In large parts of Asia, it is also a symbol of creativity and enlightenment, transformation and new beginning.

Click on the PDF symbol to see our quarterly Investment View:

Click here to see our

Quarterly Investment View: 

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