Wealth Management
Portfolio Management
Our portfolio management combines discretionary expertise and allocation advisory, with privileged access to the group's proprietary opportunities.
Our Approach
Discretionary management and asset allocation advisory, calibrated to each client's risk profile, objectives and investment horizon. We offer privileged access to the group's proprietary opportunities, including vehicles from our Principal Investments division.
Our Services
Discretionary management mandates, asset allocation advisory, access to the group's proprietary vehicles (private equity, private debt, real estate, infrastructure), personalised reporting and periodic portfolio review with our investment teams.
Our Commitment
Bespoke, not off-the-shelf
Bank of Sion is not a financial product reseller. We offer neither standardised in-house funds nor off-the-shelf products. Every solution is bespoke, built around the objectives and constraints of each client.
Absolute confidentiality, long-term relationships and exclusive access to our proprietary investment opportunities fundamentally distinguish our approach.
Our integrated banking model enables every Wealth Management client to benefit from the full range of the group's capabilities: financial advisory, co-investment, market access.