Advisory services for private banks

We advise private banks & independent asset managers on investment strategy and portfolio management. For our clients, we have specialized in the setup and monitoring of the investment process to ensure that investment decisions are made in compliance.

Based on the asset allocation process, Portas Capital AG identifies the best investment ideas amongsingle bonds, stocks, investment funds and structured products. We make sure all that investment decisions are compliant with the risk framework defined by the client and the bank.