周全服务尽在其中
您和您的客户各有所需，瑞联银行的策略性能力和多样化投资方案能够满足不同需要。
在您决定投资方式之后，我们将为您开辟直达不同市场、产品和主题的投资通路，并且与您并肩同行，让您时刻掌握最新市场形势和投资机遇。
一应俱全的策略性能力已为您准备就绪：
直通客户服务销售
驻于日内瓦和苏黎世的瑞联直通客户服务交易团队全力提供支援：
- 协助您识别投资目标并为您配对最合适的销售专家
- 让您直通交易场且确保迅速和高效率地执行交易
- 主动呈上瑞联的最新展望、市场走势分析和相关新闻要点
- 基于我们对外汇、固定收益、结构性产品、股票和衍生品的投资确信度，适时为您提供战术性操作意念
Structured products
Our range of structured products is an attractive alternative to traditional investments and caters for many different risk profiles.
Our specialised team provides a broad range of pay-offs tailored to your clients’ risk appetite, diversification requirements and return expectations.
Depending on the structured product’s complexity, we are able to efficiently translate an investment idea into an investable product in just a few hours or a few days.
A click-and-trade platform is also available for a swifter selection and execution of the product.
主动管理投资证
通过主动管理投资证捕捉多类资产的机遇：这种高度灵活且透明度高的投资工具，专为高要求的投资者而设。
瑞联为投资经理开通CREAM平台，这个先进的一站式中央化平台，让您安全通达所有投资证。CREAM是容易使用的工具，让您综观不同投资组合的现况和主要数据、再平衡资产配置，以及获得投资证交易和表现报告。
传统和另类投资基金
您的客户将受益于瑞联广阔的投资专业，全面把握在全球金融市场的投资潜力。
凭着独到眼光和领先能力，瑞联团队每年获得独立研究机构颁授不同的奖项，这些殊荣印证了瑞联投资经理和基金糅合机敏和创新，旨在争取佳绩的实力。
我们备有多样化的纯长仓和另类投资基金，而大部分投资策略均由内部专家管理。
财富策划
在您需要时，瑞联资深财富策划团队将剖析您的客户之财富结构，协助您识别风险所在，同时物色能够配合其财富策划需求和目标的机会，例如专门基金和人寿保险。
财富策划
在您需要时，瑞联资深财富策划团队将剖析您的客户之财富结构，协助您识别风险所在，同时物色能够配合其财富策划需求和目标的机会，例如专门基金和人寿保险。
瑞联团队
瑞联第三方资产管理机构团队由 40专家组成，分驻于日内瓦、苏黎世和巴塞尔为客户提供服务。
团队主管
Frédéric Toselli
12.07.2024
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