Investment advice
Guided by expertise. Decided by you
Van Lanschot Kempen Switzerland
Investment advice
We provide investment advice that goes beyond numbers. Our approach is personal and fully tailored to your unique situation, objectives, and risk appetite. As your private banking partner, mutual trust is key. With a focus on continuity and value creation, we structure a clear strategy that protects and grows your wealth. A partner who advises, is accessible, anticipates your needs, thinks along with you, and looks ahead.Go to:
Jan Willem Verhulst, Chief Investment Officer
Investment Advice
Guided by expertise. Decided by you.
What makes our advisory service unique?
1.
Senior lead coverage
No minimum AuM requirement for access to seniority. You receive dedicated, accountable advice with proactive engagement and full accessibility - independent of portfolio size. Senior expertise is not a premium tier; it is our standard.2.
Boutique level relationships
You benefit from a level of personal attention and responsiveness that many institutions reserve for “premium advisory” tiers. We operate differently. Personal accessibility and fast response times are not unlocked by scale or pricing - it is embedded in our advisory model.3.
Completely agnostic advice
We are not incentivized to favor specific products, do not rely on retrocessions and do not promote in-house solutions unless they are the best fit for your portfolio. Independence is not a promise. It is our starting point.4.
Continuous portfolio monitoring
We do not “monitor” portfolios - we supervise them. Active oversight is part of our standard advisory model. No additional fees. No premium upgrade required
Investment Advice
Guided by expertise. Decided by you.
Advisory for you
Direct Access
and a proactive investment dialogue.
Open architecture
and unbiased selection.
Full access
to our advisory platform and CIO research.
Transparent reporting
and full visibility.
Private markets
and alternative investments beyond traditional asset classes.
Portfolio oversight
anually and ongoing.
Portfolio monitoring
continuously against our investment views.
Product Specific Investment Advisory (PSA)
Access to curated, high-conviction investment opportunities (such as Private Equity, Alternative Credit, Infrastructure, Direct Real Estate, Precious Metals, and thematic investments).
Targeted investment advice without ongoing portfolio oversight (no diversification monitoring).
Direct access to our investment specialists