SWITZERLAND > OUR SERVICES > WEALTH MANAGEMENT
Habib Bank AG Zürich has a long tradition and a unique position in Wealth Management. HBZ Wealth Management services are highly personalized to our client’s needs. We pay particular attention to safety and wealth preservation. Our goal is to identify opportunities across global financial markets in a constantly changing economic and financial market environment and match them to client’s specific investment profile and investment needs.
- We understand your financial situation and investment needs.
- We recommend an investment strategy based on your portfolio risk profile and specific investment interests; we will select suitable investment instruments.
- We implement your investment portfolio based on your instructions along with our house view on the global financial markets.
- We review and manage your portfolio across market cycles, keeping your investment in check against your risk profile and investment preferences.