Partners' View May 2022

CREATIVE ADVISORY
SOLUTIONS
FLOATING ON CLOUD NINE
Innovative advisory services
from swisspartners
THE STRESS-FREE PACKAGE
FFurther
enhancing the ability to meet clients’ needs with
creative solutions in extraordinary times, swisspartners has
developed two forward-looking advisory solutions: ONE by
swisspartners, and the stress-free package.
Both of these solutions are tailor-made, leaving clients free
to choose what is important to them. “We focus on structured
wealth advice with clear objectives,” says Christian Dietsche,
CEO Asset Management at swisspartners. “This enables us
to prepare creative solutions geared to individual needs.”
Alongside this focus on individual requirements, Dietsche
says, another key aspect when advising clients is being open
to new developments: “We always keep up with the times, so
we make sure we also have new markets like crypto and
other current themes on our radar.”
Featuring six building blocks, the stress-free package takes the
pressure off clients across all aspects of wealth, financial
planning, taxes, forward planning & inheritance, property and
lifestyle services. Diverse service modules can be combined
to deliver maximum flexibility. Interested clients can make a
preliminary selection of the stress-free services on the
swisspartners website. In the next stage, swisspartners
specialists work with clients to put together a bespoke package
of services – remotely by video conference if required.
„ We focus on structured
wealth advice with clear
objectives.”
10 Creative advisory solutions | PARTNERS‘ VIEW