Portfolio management

Mont-Blanc Wealth Management Services offers you a large range of investment services covering both traditional as alternative asset classes, from equities, bonds and cash to commodities.

Our focus is to construct a well diversified portfolio for you where asset allocation is key. Portfolios typically include a blend of direct holdings, active and passive funds, structured products and derivatives. But it can also be a portfolio with commodities only or limited to socially responsible investments, or a portfolio where (value at) risk is the main or even only driver.

Our approach

Our services for you

Asset allocation

Discretionary services

Advisory services

Ladies banking and Sportsdesk

“The world of tomorrow needs answers that last.
That is why we provide you with answers today”
Mont-Blanc Wealth Management Services AG
Baarerstrasse 50
6300 Zug
Phone: Richard Crombach CFA (Founder) +41 78 911 0670
Mail: info@mont-blancwms.com