What we offer
La Côte Invest: Your Premier Partner in Wealth and Asset Management.
We provide personalized, proactive recommendations to help you achieve your financial goals. By analyzing your financial situation, risk tolerance, and preferences, we identify suitable strategies and investment options. You retain control over decisions, supported by ongoing monitoring and adjustments.
You delegate the day-to-day management of your portfolio to experienced professionals. Through our agreement with VCT Vector Gestion SA, Nyon, Switzerland, a FINMA licenced independent Asset Manager and based on a clear understanding of your financial goals, risk tolerance, and preferences, we take care of all investment decisions on your behalf. This ensures your portfolio is actively managed, continuously monitored, and dynamically adjusted to stay aligned with your objectives.
Our network of external providers extends our service offering into wealth planning, including succession planning, tax optimization and philanthropy, ensuring a holistic approach to your financial well-being.
Competitive and Transparent Fees
We operate on a lean model, offering highly competitive fees without compromising on service quality.