We are Upsiders

Wealth management

Our services Contact

Upsiders offers a new look on finance to the antipodes of traditional companies involved in financial consulting and wealth management. Straightforward customer relations, data digitisation, customised services and unbiased recommendations are part of a young and innovative corporate philosophy for the future.

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Services

All services are grouped together under one roof. This unique organisation in this domain allows the company to have a 360° vision of all professions in the area of finance and thus provide the best advice to customers through an optimal allocation of capital.

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Promise

Being an upsider is more than a function, it is a commitment. Commitments are written in the form of a charter to which all upsiders have to adhere.

  1. an upsider accompanies each customer as if he or she were unique.
  2. an upsider operates in total transparency.
  3. an upsider works in the interest of customers and strives to achieve their performance and risk management objectives.
  4. an upsider works independently from banks and insurance companies.
  5. an upsider does all what it takes to find the best products and customised solutions that meet the specificity of each customer.
  6. an upsider monitors and continuously analyses market developments and makes the right decisions in the best interest of customers.

Meet us

upsiders

Sous le pré 24
CH - 2014 Bôle
T + 41 32 841 09 09
info@upsiders.ch

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