Methodology

A & A INVESTMENTS carries out a thorough and comprehensive analysis on needs and on existing portfolios of medium or long-term investors with capacity of investment between 30,000 Swiss Francs/euro and 1 million Swiss Francs/euro. We also study custom-made solutions, giving investors the possibility to access exclusive tools. The customer is fully accompanied in each step of investment path, through periodic analysis of the performance of active positions and the evolution of the goals and expectations of the customer. We provide full expertise for setting up hereditary axes and tax optimization for Customers in different countries.