Foundations
We serve foundations as a provider of porfolio management services, as a lobbyist of financial institutions or as a objective and independent supervisory board.
Small and medium-sized enterprises (SMEs)
Whether it's the administration of pension funds, securities management or currency hedging for your imports and exports, we are there to actively support you with advice and action.
As an export- or import-oriented swiss company you are subject to exchange rate risks in your foreign operations. This could influence your statement of income in a positive or negative way. Key Advisors AG offers you solutions to manage your exchange rate risks. This allows you to better calculate quotations or budgets and protects you against losses from foreign business. We can offer you the following services:
- Hedging of foreign currency receivables or balances
- Assistance in assessing future exchange rate developments
- Attractive conditions for forex transactions
- Setting and contininous monitoring of buy and sell limits
- Access to forex research of various banks
- Investment and management of forex assets
Pension schemes
As of January 30, 2015, the supervisory commission for occupational pension plans (Oberaufsichtskommission Berufliche Vorsorge, OAK BV) granted Key Advisors AG
definitive approval for the management of occupational pension funds. For details, please refer to the press release of February 2, 2015 under News. In addition to portfolio management, our services also include reporting activities in compliance with legal requirements.
If you are interested, please do not hesitate to contact us at +41 61 226 20 35. We look forward to hearing from you.