Investment Advisory in Geneva
Keep control of your portfolio, backed by the expertise of dedicated investment specialists.
With an advisory mandate you make the final call on every investment, while Sussland provides the research, asset-allocation framework and tactical recommendations behind each decision. It is the right structure for investors who want to stay hands-on but draw on institutional-grade expertise.
We start by mapping your existing holdings across every bank into a single consolidated view, then agree an asset-allocation framework suited to your goals. From there you receive ongoing research, tactical recommendations and clear reporting — but every buy and sell decision remains yours to approve.
Provided by Sussland Ltd, part of the Sussland Group of Companies.
What we offer
Investment advisory mandate
Benefit from the expertise of our specialists for your strategic asset-allocation decisions as well as tactical, market-driven moves.
Portfolio consolidation
A single consolidated view of your holdings across banks, with detailed risk metrics and performance analytics.
Independent research
Recommendations grounded in independent analysis rather than the interests of a product issuer.
You stay in control
Every decision remains yours — we inform and advise, you decide.
Frequently asked questions
How is investment advisory different from discretionary management?
In advisory, you approve every transaction and retain full control; in discretionary management you delegate day-to-day decisions to us within an agreed mandate.
Can you consolidate accounts held at several banks?
Yes. We consolidate portfolios across multiple custodians into one reporting view with unified risk and performance analytics.
How often will I receive advice and reporting?
You receive proactive recommendations when markets or your situation warrant, plus consolidated reporting at an agreed frequency. You can also reach your adviser whenever you want a second opinion before acting.
Is advisory suitable if I am a hands-on investor?
Yes — that is exactly who it suits. You keep full control of every decision while drawing on institutional-grade research and a disciplined allocation framework rather than acting alone.
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