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.
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.
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