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Intercore Financial GmbH – swiss regulated asset management

The demands posed for successful asset management over the long term require a special relationship based on trust between our clients and our advisers. For this reason, we emphasize personal and continuous client management that is characterized by mutual respect and appreciation. Every asset manager at our company manages a limited number of clients and is responsible both for the advising as well as the implementation of the investment objectives. Technical competence in the development of customized investment solutions and transparency without omissions in reporting are the central pillars of our work. We offer private clients with liquid assets from EUR 250,000 discretionary asset management and personal advising in consideration of the client-specific risk-bearing capacity. For investment volumes below EUR 250,000 we provide administrative assistance on request for the purchase of our investment products.

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  • Deposit security for up to CHF 100,000 per account
  • Defined risk parameters
  • Investment starting from EUR/USD/CHF 50,000
  • Personal account manager
  • Risk/security limit
  • Daily reporting by email

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    High Risk Investment Warning: Trading foreign exchange on margin carries a high level of risk, and may not be suitable for all investors. The high degree of leverage can work against you as
    well as for you. Before deciding to trade foreign exchange you should carefully consider your investment objectives, level of experience, and risk appetite.