Investment Solutions

Tailored Strategies. Fixed Income Focus. Swiss Discipline.

At Active Trade Management, we don’t believe in off-the-shelf portfolios. Every investment strategy we build is tailored to the unique objectives, timeline, and risk profile of each client we serve. As a Swiss boutique wealth management firm with over 22 years of experience, our investment solutions are grounded in clarity, capital preservation, and consistent income generation.

We focus primarily on fixed-income strategies — because they offer transparency, security, and predictability. Whether you’re seeking steady returns, capital preservation, or long-term income, our range of bond-based investment solutions offers the discipline and structure today’s complex financial world demands.

Our Specialization: Fixed-Income Portfolios

Our core strength lies in the construction and management of fixed-income portfolios, including:

Fixed-Rate Bonds Predictable, contractual interest payments for the full term of the bond. Ideal for clients seeking certainty and stability.
Corporate Bonds High-quality credit issuers across Europe and globally. We carefully select opportunities based on credit strength, maturity profile, and yield.
Government & Supranational Bonds For clients with ultra-conservative mandates, these bonds offer strong security backed by state or agency-level credit ratings.
Short- to Medium-Term Income Solutions Portfolios designed with 1–5 year durations, structured to balance liquidity, risk, and return.

Tailored for Your Objectives

Our fixed-income investment solutions are designed to serve a range of client goals:

  • Capital Preservation Protect your wealth while generating reliable income in conservative structures.
  • Income Generation For those in or approaching retirement, we create bond portfolios designed to deliver stable and regular income distributions.
  • Currency Diversification Euro, Swiss franc, GBP or USD — we work with leading financial institutions to source bonds across major currencies.
  • Cross-Border Portfolios We work extensively with international families and expatriates, structuring solutions that reflect multi-jurisdictional needs while complying with Swiss regulatory standards.

How We Work

1.

Understanding You Every portfolio begins with a detailed consultation to understand your goals, liquidity needs, risk tolerance, and time horizon.

2.

Portfolio Design Based on your profile, we design a custom portfolio that aligns with your objectives — selecting only from bonds and instruments that meet our quality and regulatory standards.

3.

Execution & Oversight We handle all structuring, execution, and ongoing monitoring of your portfolio. We keep you informed with clarity, simplicity, and discretion.

4.

Ongoing Advisory As market conditions and your needs evolve, we remain by your side, ready to make adjustments that serve your long-term interests.

Global Network. Boutique Focus. Swiss Assurance.

Through our extensive network of European and global financial institutions, we have access to a wide selection of bond offerings — often at institutional pricing. But our firm remains deliberately small and agile, which means you always deal with experienced professionals who understand your situation and are available when you need them.

As a FINMA-regulated Swiss asset manager, we adhere to the highest standards of conduct, discretion, and transparency.

Why Clients Choose Our Investment Solutions

  • Specialization in fixed-income and bond-based portfolios
  • Access to regulated, DGS-covered European fixed-rate bonds
  • Fully customized portfolio construction
  • Personal, long-term relationships with every client
  • Trusted Swiss privacy and professionalism

Let’s Build Your Strategy

Whether you’re looking to generate income, diversify your holdings, or protect capital in today’s uncertain world, Active Trade Management is here to help. Contact us today to begin a conversation about your goals and how we can tailor an investment solution that’s built around you.