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SWISS RUBINUM: ASSET MANAGENENT WITH FUNDS AND ADDED VALUE

Active management with five risk profiles

swiss rubinum is aligned to looking after the wealthy client customer segment and offers a number of solutions for values of EUR 25,000.00 or more. The focus is on an active management approach to each of the risk profiles. The investment horizon must be adjusted for at least seven years.

The asset management and the exclusive custody is carried out by DZ PRIVATBANK (Schweiz) AG in Zurich; the customer service and risk disclosure statement is provided by the Volksbank Raiffeisenbank adviser.

The portfolio is constantly reviewed for compliance with the strategy and policy objectives and adapted where appropriate. There are funds from Union Investment and selected third parties in the unit-linked asset management of swiss rubinum.

Your contractual partner for this service

DZ PRIVATBANK (Schweiz) AG
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