Ownership structure
Client money is held at all times in individual client accounts at the bank.
Security for clients
Loewencapital merely has the right to issue the bank purchase and sales orders in accordance with the provisions of the asset management agreement. However, it is not entitled and is unable to withdraw money from the client account, or to transfer this to other bank accounts.
Discretion
Swiss banking secrecy protects your private sphere
Professional management of your investment assets
The client stipulates their particular investment objective and risk profile. These objectives are binding for Loewencapital when it comes to drawing up the investment strategy.
Availability of earnings which are exempt of withholding tax and capital gains
At the request of the client, and taking the client domicile into account, Löwencapital is able to make investments which are available on a daily basis, but which are free of withholding tax and capital gains tax.
Client support services
Each Loewencapital client is personally acquainted not just with their individual client advisor, but also with the latter’s deputy.
Reporting
We inform our clients each year about all transactions, management costs and net results.
Transparent fees
Loewencapital offers its clients a choice of two transparent fee models. These are shown in the section: Asset management / fee models.
Ending the asset management mandate
Clients may dissolve the asset management agreement with immediate effect at any time.