Wealth Management

Johnson & Stuber AG manages funds deposited with a bank of the client’s choice. If the funds are held in more than one bank we provide you with the benefit of a unified supervision of your holdings. An overall strategy thus emerges.

We operate under a limited power of attorney so that transactions are held strictly within your account. This power of attorney may be withdrawn by the client at any time .With its wide business contacts in Switzerland and other financial centers, Johnson & Stuber AG is able to offer sound advice in investments as well as other financial decisions.

At the outset, we make a thorough study not only of the funds to be managed but of the entire financial situation of the client. Together, we define his objectives by discussing the following points:

Present location of the assets to be managed, keeping in mind both geographical distribution and diversification among various financial institutions.
Rate of return criteria based upon risk factors.
Degree of liquidity sought.
Frequency and extent of communication desired by the client.
Special requirements of the client, including estate planning.

In contrast to many institutions, our loyalty to our clients is undivided. We seek at all times to minimize costs, not only in the purchase and sale of securities but in all transactions affecting our clients’ holdings. Being independent, we are in a position to negotiate the most favorable terms on commissions and other charges.