Who Are We?
Three Trees Investments grants you exclusive access to promising investments.
We invest in established and emerging economies around the world. We are an independent wealth management and investment firm founded in Switzerland in 2012 by a group of seasoned professionals with decades of accumulated industry experience between them.
You, the investor are our number one priority. We endeavor to provide you with an unparalleled level of service.
Three Trees Investments offers you financial advice and presents a choice of investment opportunities tailored to your unique individual requirements and preference. Among the range of services we provide:
Financial Products
Financial Planning
Portfolio Management
Our Mission
Three Trees Investments never forgets for a minute that each client is a unique individual with your own exclusive requirements. Consequently, we aim to provide first rate, bespoke independent advice tailored to the client's unique situation. Our advisors and managers are guaranteed to be on hand at all times, working collaboratively with the client and providing information at every step of the way, discretely and with full transparency.
Team
Three Trees Investments sports a highly professional and experienced team of experts, all recruited for their superior capabilities from leading positions in industry leading firms. In addition to our in-house staff we contract out work to associates and professional service providers on a regular basis.
Our team includes our executive managers, financial advisors, portfolio managers, analysts, tax advisors, as well as our admin personnel. All our team members and associates are encouraged to think creatively and to work collaboratively. We motivate everyone to interact and present their input on an equal basis. Our unified goal is to provide our clients with an unparalleled level of service.
Financial Products
We present our clients with a range of financial products, these include stocks and bonds, annuities, mutual funds, EFTs, venture capital, currencies, and more. Three Trees Investments' financial advisors assemble a personalized investment portfolio based on each client's preferences and risk tolerance. All the financial products we incorporate in your investment portfolio undergo a rigorous analysis and due diligence process prior to being offered.
Among the financial products we offer:
Stocks
Put simply investing in stock means becoming a part owner in a corporation. Your stock in the company represents your share in the organization. Stocks present profit or loss depending on the company's market performance.
Bonds
A bond is a loan you make to a company, government, or other organization. Bond investments don't give you a share in the organizations' ownership. Bonds specify interest returns, as well as a scheduled maturity date at which time the principal is repayed.
Mutual Funds
Mutual funds offer integrated diversification and specialized management. A mutual fund is a firm that pools investors' money to purchase a portfolio of financial products, including stocks, bonds, and other securities and assets. This gives you a slice of many pies and provides income and capital gains from the fund's holdings.
Exchange-Traded Funds (ETFs)
An ETF bears many similarities to mutual funds, as well as stocks. An ETF is a pooled, managed investment fund, often designed to track a specific index. The major difference from mutual funds is that ETFs are traded like stocks and can be acquired during trading at fluctuating prices.
Annuities
An annuity is a form of long term saving with insurance companies. You can make a one-off payment, or through a series of premiums. An annuity is a way to invest in future returns and is often used to provide an income stream at a future date, this option is particularly suitable for clients making retirement plans for the future.
Venture Capital
Venture capital provides crucial funding to start-ups and drives entrepreneurial ventures, enabling to take ideas and transform them into exciting new technologies and products. You can join us in accompanying ventures from the concept stage through funding rounds, to market entry and beyond.
Services
Financial Planning
We draw up a personalized financial plan for you, tailored to your specific needs.
This will serve as a comprehensive blueprint for your future, taking into account your expenses, your tax situation, your risk profile, as well as your pension and retirement income requirements.
We'll help you define your financial plan in a number of easy steps:
Defining your goals & risk profile
Mapping out your spending behavior
Defining your timescale & contingency plans
Drawing up your bespoke investment plan
Portfolio Management
At Three Trees Investments, we believe that managing your portfolio is far more than simply buying financial products, sitting back and hoping they do well. We manage your holdings on the basis of your individualized financial plan.
Your tailored portfolio is set up and run according to the following 5 steps:
Getting Acquainted
Meeting with you and learning your particular goals and circumstances.
Portfolio Analysis
We carry out a thorough analysis of your current holdings and present you with a detailed report.
Recommendation
Our portfolio managers present you with our portfolio recommendation and go through all the details, making sure that you are on board and comfortable with our proposal.
Implementation
Our managers carry out the agreed upon strategy and implement them across the board.
Constant monitoring and managing
We monitor your holdings on a continuous basis, and hold regular meetings to discuss market developments and any ongoing issues that arise.
Investing... and more
When you work with Three Trees Investments you can rest assured that you're receiving far more than a passive investment approach. We focus on you and your goals and provide you with a world-class service.
When you work with us we provide you with:
A bespoke, personalized portfolio
Your dedicated investment manager
A highly professional & experienced team
Ongoing long-term attention to details
Full transparency & discretion
Contact
Want to find out more? Don’t hesitate to contact the team at Three Trees Investment for comprehensive information about our selection of service. Simply send us an email.
We're happy to answer any queries you have and will be in touch with you to set up a complimentary preliminary meeting.
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