ICG INVST. MGT

 
 








Open, maintain and manage Swiss private banking accounts with the long time expertise
of ICG. We provide access to some of Switzerland’s most successful and established
private banks. Our team will assist you in the opening formalities and insure that your
capital is well protected and managed under the regulation of the Swiss Banking
Commission. Switzerland has a centuries old tradition of private banking. Depositors are
guaranteed confidentiality under the Swiss banking law. ICG’s team will take the time
and make special effort to fully understand each client’s long term objectives and
financial needs.
ICG’s world-class portfolio management services are provided within the parameters
of each individual client’s Swiss bank account. In today’s global uncertainties it is
comforting to be able to rely on the long term tradition of Swiss private banks and the
professional service offered by ICG investment management.








As an esteemed client of ICG your investment portfolio will be tailored to your specific
needs, including risk tolerance, currency preferences, markets allocations, time tolerance
and personal goals and objectives. Once a specific model has been identified by ICG -
a suitable and goal oriented portfolio will be created, managed and re-evaluated on a
timely basis by ICG team of portfolio managers.
ICG’s team of professionals are committed to ‘Risk-Side’ management style. It is our
policy to apply risk management techniques when managing investments in today’s
volatile markets.
ICG has a close working relationship with some of the best and most reputable European
and U.S based mutual fund managers including Invesco, GAM, Noble and MAN Plc.
ICG’s team constantly monitors fund performance in relation to changing market
conditions, interest rates, currency exchange and relative bench marks and makes
recommendation on the purchase, trimming and eventual sale of fund holdings to our
clients. ICG does not manage any in-house funds - assuring our up-most objectivity and
commitment to our clients investment performance.








ICG facilitate the formation of offshore Trusts and Family Foundations managed by
reputable Trust companies. Trust are often used by high net-worth individuals in order to
take advantage of tax (including inheritance tax) benefits in their home countries. In some
cases Trusts can be a highly efficient way of managing one’s investments and long term
savings. Trust advice may be obtained from our colleagues at EFG Private Bank in
Switzerland. Legal and tax planning advice is offered to our clients by our reputable
accounting counterparts.