Investing with us
We offer discretionary portfolio services, both bespoke and model, either directly or through a Financial Adviser.
At INTELL FINANCE, we pride ourselves on our commitment to client service. Our expertise includes working with complex cases, and we have experienced teams who can deal with your requests, however niche, whether you are looking just for investment management or a full wealth planning relationship.
We build the relationship with you based on your preferences. The frequency and format of meetings are tailored to suit you – you have direct access to your investment manager and also have the option of accessing your portfolio via our dedicated online portal.
Our investment approach at a glance
INTELL FINANCE has extensive experience in managing portfolios for international clients and for those who are resident in Switzerland but who are foreign citizens.
We have a specialist Swiss Resident Non-Domiciled resource which manages a wide range of portfolios for these clients and has relationships with a number of overseas custodial platforms and professional trust companies.