OUR PHILOSOPHY

Your success is the sum of all your decisions and actions. Correct weighting is critical.
B PATEL & SONS FINANCE has a team of qualified and responsible investment experts who provide comprehensive support for your investment portfolio as part of asset management. This creates valuable space for you to devote yourself to focused and directed planning of the other things that matter in your life.

The management and protection of the assets of the funds entrusted to us are at the heart of our business. As a management company, we are aware of our responsibility towards our partners and investors. Diligence, integrity, solidarity and partnership are not only values ​​specific to our funds, but they also guide our actions and constitute, in our eyes, the key to long-term success. term. Thanks to our expertise, our commitment, our know-how and our service orientation, we help our clients achieve their investment objectives.

OUR APPROACH

Preserving capital and achieving stable long-term returns are key elements of our investment philosophy. So, in every investment decision, we take, we consider all potential risks. Through this risk-aware and loss-minimizing investment approach, we ensure the stability and control of volatility.
Achieving absolute growth in value, combined with flexible and active management of the multi-asset portfolio, are essential elements of the investment philosophy of our advisors.

VISION GLOBALE

B PATEL & SONS FINANCE offers services and advice based on deep global investment expertise to private clients, institutional investors and financial market intermediaries in the Swiss market and in major international markets. We leverage technology to provide customers with high-quality, personalized solutions. We position ourselves as a buy-side investment company, operating exclusively on the side of investor clients.