KANI INVEST AG - WEALTH MANAGEMENT

OUR WEALTH MANAGEMENT OVERVIEW

We are an independent financial institution, built by entrepreneurs , and focused on helping other entrepreneurs, high-net-worth individuals and families effectively meet the challenges they face. Our tailor-made global asset allocation and portfolio management services are built around your unique investment profile and needs. We build long-term solutions that balance wealth preservation and capital appreciation, while always working towards your objectives. Our client-oriented approach to wealth management is holistic, and built on long-term, productive and trusting relationships. Our offering revolves around the following pillars:

• Tailored

  We are traditional and proud of our history. But we are not afraid to embrace the modern world and harness the latest innovations to drive our services forward. We relentlessly challenge ourselves.

• Independence

  We are proudly unbiased, as it allows us to always work towards creating the best results for our clients. As a multi-generational institution, we believe that independence should be at the heart of everything we do. This is what has made us valuable and trusted partners.

• Quality

  We are hard workers, systematic and value the quality of our work. Relentlessly aiming to deliver high-end services to our clients, to their full satisfaction, is our ultimate objective.

Investment Strategy

Every client is unique. Our independence allows us to treat you that way. We create tailor-made investment strategies that always work towards your goals. We always start with your current, specific situation, your risk tolerance and appetite and your personal requirements.

We take all of this information and work with you to draw up the appropriate and corresponding investor profile. Collaborating at every stage of the investment process means every aspect of our investment relationship is transparent and focused. Whether you are funding your retirement, preparing for a major purchase or laying the foundations for your children’s education, our tailored approach always balances wealth preservation and capital appreciation.

Investment Philosophy

Building the right investment strategy requires discipline, skill, adaptability and effective risk management. We give our clients all of this, but what makes us unique is our innovation and our commitment to ensuring stability and continuity.

KANI INVEST AG, was built by entrepreneurs and our success since then results from being understanding, trustworthy and committed partners to high-net-worth individuals, business owners and families globally. We focus on capital preservation, trust and long-term risk-adjusted performance, allowing us to safeguard our clients’ wealth. But we are not complacent – we grow your capital through hard work, dedication and systematic portfolio management. To discuss how we can support you, contact our investment team today.

Contact us if you have any questions

For any additional inquiries or clarifications, please do not hesitate to reach out to us. We are here to assist you with your questions and provide the information you need. Our team is dedicated to ensuring that all your concerns are addressed promptly and effectively. Whether you require further details about our services, products, or any other matter, we encourage you to get in touch. Your satisfaction is our priority, and we are committed to providing you with the support you need. Please feel free to send us a message, and we will respond as soon as possible. Thank you for your interest, and we look forward to connecting with you soon.