Compass Portfolio Management AG
Riedstrasse 11, CH-6330 Cham
Telephone +41 (0)41 725 35 48
Fax +41 (0)41 725 35 49

Relationship management

Compass Portfolio Management AG places great emphasis on fulfilling clients’ needs, demands and investment philosophies.

As a rule, relationship management starts with a personal meeting, either at our business premises or the at the client’s domicile. If this is not immediately possible, Compass Portfolio Management AG will contact the client by phone or in writing to:

  • define an investment strategy with the client
  • help the client with the formalities of entering into a relationship with a bank.

The custody accounts are managed at various prominent banks, primarily at home, but also in neighbouring foreign countries.

Compass Portfolio Management AG offers a personal service and ensures that this service is available to clients at all times.