i Partners SA

i Partners SA

i Partners SA is active in the field of asset management as an independent asset manager, basing its work on the principles of transparency, responsibility and confidentiality.

The experience, expertise and professionalism of your partner are a guarantee of continuity and success both for you and for the counterparties with whom we work.

The main objective of your wealth manager has always been to generate added value for you by constantly monitoring risks in search of the best possible risk/return balance.

2004 - The beginning

i Partners SA was created thanks to the many years of banking experience in Switzerland and abroad of the founder. Since the very beginning the goal of i Partners was to allow customers to have a stable and trustworthy long term relationship.

2013 - The first expansion

i Partners welcomes a new partner and with it, an internal restructuring of the company is possible.

2014 - The second expansion

i Partners welcomes two new former Credit Suisse directors. 

2015 - The IT evolution

i Partners begins its collaboration with Mydesq to develop a portfolio management platform.

2017 - The era of digitalization

i Partners starts the fully digitalization journey thanks to Mydesq.

2021 - The FINMA acknowledgment

i Partners receives authorisation as external asset manager from FINMA.

Portfolio Management

Our approach is to focus on working with clients to define their financial goals and implement concrete steps to achieve those ones. We provide efficient asset management and administration, detailed performance reporting and full transparency on investment-related costs. We select the best products and service providers to maximize your results by keeping the transactions cost as low as possible. Thanks to our range of expertise we can find the most suitable investment solution for your needs.

Customised Portfolio Management

Thanks to our in-house discretionary portfolio management expertise, we are happy to support you in your investment journey by customising your portfolio. We’ll fine tune  our core model portfolios together with you to perfectly fits it to your needs.

Analytics and reporting of consolidated wealth

Through our portfolio management system we have direct access to more than 20 banks. We therefore offer a single statement where clients can see all their assets at a glance. 

• Detailed performance evolution
• Asset allocation
• Performance contribution
• In and Out flows
• Administration costs

Multi Family Offices Services

We offer an integrated service. We try to meet all of our customers’ needs by analysing it toghether and solving through to our trusted and specialised partners. Examples are:

• Tax planning
• Credit facility
• Estate planing