Portfolio Strategy & Investment Planning

IDP Consulting SA provides financial advisory services in the definition of portfolio strategies and investment planning, acting in compliance with applicable Swiss regulations and the principles of the Swiss Financial Services Act (FinSA).

The firm supports clients in developing investment solutions aligned with their risk profile, financial objectives, and investment horizon, delivering tailored recommendations and a structured approach to wealth management. The service is designed to ensure efficient planning and an integrated, long-term perspective on investments.

Service Offering:

• Client risk profile, objectives, and investment horizon assessment;

• Advisory on financial instruments (equities, bonds, funds, ETFs, and structured products);

• Macro-economic and market environment analysis;

• Investment strategy definition and strategic asset allocation;

• Suitability and appropriateness assessment of investment solutions;

• Portfolio construction and optimisation;

• Decision-making support for investment opportunities;

• Continuous portfolio monitoring and periodic review;

• Consolidated reporting of positions held across multiple insitutions;

• Integration of portfolio strategy within the overall wealth planning framework.

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