These are the accounts on which Kubera Privee has full discretion to manage the assets according to a pre-agreed risk profile. Clients with managed accounts delegate the investment decisions to Kubera Privee.
After performing a thorough analysis of our clients’ financial situation, which involves an assessment of the risk profile and personal circumstances; Kubera Privee will set up an individually structured investment portfolio that will be consistent with our clients’ expected return and risk tolerance.
Clients who have managed accounts with Kubera Privee are typically professional business people who do not wish to get involved in the day-to-day investment decision process and believe in long-term risk-adjusted return.
Strategic Partners
Kubera Privee works with many prestigious Swiss Banks and global Financial Institutions, where clients can open segregated accounts in their own names.