Our approach to wealth management

Determining Your Needs and Priorities

What to consider:

• Your financial review
for further assistance, please refer to "Financial requirements"
• Your risk analysis
for further assistance, “Risk profile"
• Your wealth management guidance
for further assistance, please refer to "For the attention of our clients"

These combined analyses provide you with a personalized proposal of how much to invest, where to invest it, and how.

Our state-of-the-art information system makes you the expert

How do we facilitate your investment decision-making process? We deliver information that empowers you to

• Understand the behaviour of a company
• Anticipate underlying physiological and fundamental trends
• Recognize entry and exit points more easily

Our indisputable advantages:

• Fundamental analysis: Detects companies with strong secular trends, based on solid figures. iX-7 Asset Management SA maximizes efficiency by comparing with other available market information and updating continually.
• Technical analysis: Interacts precisely with the equity itself. iX-7 Asset Management SA ascertains timing by analyzing the crossover of oscillations while simultaneously reflecting current market sentiment, combining the analysis of both concrete fundamentals (e.g. key figures) as well as abstract behaviour. It therefore crystallizes the critical psychological aspects of investing.

Determine your investment objective and strategy, then choose a subscription

Let us help you define your investment objectives, timeframe and risk profile. Then you can choose suitable investment strategies and themes, customizing your portfolio to suit your needs.

Investment Selection Process

Our innovative process: Companies are measured by

• Valuation
• Growth
• Momentum
• Risk
• Online reputation & brand score

Each stock is ranked according to 17 criteria, against other stocks within a respective investment theme; the weakest stock receives a 0% ranking and the strongest stock receives a 100% ranking.

Investment Strategy

Valuable opportunities: iX-7 Asset Management SA’ team of analysts has developed different investment themes based on academic research and global trends. These themes perfectly match your investment strategies and are adaptable to your needs, offering real added value. Options include

• A fully automated, tailor-made asset-management strategy with automated access to the marketplace
• A range of pre-defined investment themes matching your risk profile
• The opportunity to customize your own strategy and portfolio

For present opportunities and allocations, please refer to the PLACITUM subscriptions

Investment Objective

Critical considerations: Your ultimate use of assets is for a) retirement arrangements, b) to build a house, or c) to travel to the moon, etc. ?

For further assistance, please refer to:

• "Financial requirements"
  
• "Risk profile"
  
• "For the attention of our client"

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Empowerment:

Decision making support:

Ease of Use:

Create your own investment portfolio using the results of quantitative models, comparative analyses and your risk profile outcome.