FREE PORTFOLIO HEALTHCHECK

Lakefield Partners, a serial winner of BILANZ’s annual ranking of the best Swiss asset managers and directly supervised by FINMA since 2014, is offering a complimentary Portfolio Health Check to all BSCC members. This service provides expert analysis to help you make informed decisions about your investments.

Additionally, by working with us, you can also benefit from our highly competitive 0.15% p.a. banking costs arrangement at the top Swiss banks. Don't miss the opportunity to improve your portfolio returns while minimizing costs. Contact us today to schedule your free Portfolio Health Check.