Portfolio Review
A consolidated, independent reading of positioning, costs, performance drivers, concentration and hidden exposures.
ExploreIndependent investment advisory · Switzerland
Your clarity in a world of complexity.
Lys Wealth Management acts as your independent investment office. We bring structure, challenge and oversight to your financial decisions.
Discover our approach ↗
Independent perspective
Advice aligned with your objectives
Whole-portfolio view
Across banks, managers and asset classes
Decision-ready insight
Rigorous analysis, clearly expressed
Your Investment Office
We help private clients understand what they own, why they own it, and whether their portfolio truly serves their ambitions.
Our role is advisory. We assess portfolios, frame asset-allocation choices, analyse risks and monitor external banks and managers. You retain custody with your chosen institutions and remain in control of every investment decision.
Asset Allocation
A long-term investment framework calibrated to liquidity needs, risk capacity and the role of wealth in your life.
ExploreRisk Analysis
Scenario-based assessment designed to make downside, correlations and portfolio trade-offs tangible.
ExploreBank & Manager Oversight
Structured challenge of proposals, implementation, reporting and fees across your existing relationships.
ExploreHow we work
Advice built around decisions, not products.
A disciplined process connects your objectives to a portfolio you can understand and govern.
01 · Understand
Context
Objectives, constraints, existing structures and the purpose of capital.
02 · Diagnose
Portfolio
Exposure, risk, liquidity, costs, performance and implementation quality.
03 · Advise
Decisions
Clear recommendations, alternatives and the reasoning behind each trade-off.
04 · Oversee
Progress
Independent review as markets, portfolios and personal circumstances evolve.
Independent by design