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;

• Investment strategy definition and strategic asset allocation;

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

• Portfolio construction and optimisation;

• Investment decision support;

• Continuous portfolio monitoring and periodic review;

• Suitability and appropriateness assessment of investment solutions;

• Macro-economic and market environment analysis;

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