Portfolio Planning

Precision. Personalisation. Protection.

At Active Trade Management, we believe that every successful investment journey begins with a clear, tailored plan. That’s why we take a disciplined, client-focused approach to portfolio planning — ensuring that your capital is not only invested wisely, but aligned with your long-term objectives, income needs, and risk tolerance.

With over 22 years of experience, we’ve helped high-net-worth families across Europe and the UK build secure, income-generating portfolios anchored in fixed-income strategies, including fixed-rate and corporate bonds. Our process is transparent, methodical, and built entirely around you.

What Portfolio Planning Means to Us

Portfolio planning isn’t about chasing trends. It’s about understanding you — and constructing a strategy that protects your capital, delivers consistent returns, and gives you peace of mind over the long term.

Our planning approach is:
Client-Centric

Built around your goals, life stage, and personal preferences

Fixed-Income Focused

Prioritising stability, regular income, and capital preservation

Swiss-Regulated

Fully compliant with FINMA and grounded in Swiss banking standards

Fully Tailored

No generic portfolios, no unnecessary complexity

Our 5-Step Portfolio Planning Process

We begin with a private consultation to understand:

  • Your investment goals (e.g., income, preservation, retirement planning)
  • Your time horizon (1–5 years or longer)
  • Currency preferences (EUR, CHF, GBP)
  • Comfort with risk and volatility

We create a personal risk and allocation profile that reflects your financial situation and future plans. This step helps us identify the best mix of fixed-income solutions.

We construct a customised portfolio built from:

  • Fixed-rate bonds
  • High-quality corporate bonds
  • Short-, medium-, or long-term options
  • Diversified issuers and geographies

Every bond includes a verifiable ISIN, and we ensure eligibility for European clients seeking DGS-protected options.

Once you’re happy with the strategy, we coordinate all steps of the investment process — from execution to documentation. Our team ensures your capital is placed securely and efficiently.

We stay in close contact with you over time, providing:

  • Regular portfolio reviews
  • Updates on market conditions
  • Opportunities to reinvest, restructure, or withdraw based on your evolving needs

Why Clients Trust Our Planning Process

  • Over 22 years of market experience
  • Independent, unbiased recommendations
  • Swiss-regulated discretion and discipline
  • Client-first approach — no product push
  • Strong fixed-income focus, not speculation
  • Transparent strategies with full ISIN traceability

Let’s Build Your Investment Roadmap

Whether you’re seeking income, capital protection, or long-term financial security, the right portfolio starts with the right plan.

Contact us today to begin your personalised portfolio consultation with one of our experienced wealth managers. At Active Trade Management, your strategy isn’t off-the-shelf — it’s built around your future.