Category: Analysis

Our new Trading Feature

At Quilvest (Switzerland) Ltd., we are constantly striving to enhance your banking experience. We are excited to announce the launch of the new Trading feature on our Mobile Banking App.

 

The new feature has myriad benefits in store for you:

  1. Real-Time Updates: Stay ahead of the curve with real-time share price information. Our real time feature allows you to stay up to date, allowing you to make timely investment decisions – everywhere and at any time.

 

  1. Customizable Watch lists for a Personalized Overview: Create personalized watch lists tailored to your individual interests, allowing for an effortless way to keep tabs on your investments.

 

  1. Historical Pricing Data: Track the evolution of share prices over various time periods – one week, one month, three months – providing you with a historical overview for valuable insights.

 

  1. Trading with Finesse and Control: Take control of your portfolio with our user-friendly trading interface and place trades easily and efficiently for straight-through execution.

 

What makes this feature so special?

We offer live connectivity to international stock markets, ensuring you direct access to the latest and most accurate price data information. With this state-of-the-art technology, we transform the way trades are executed, saving you time and money with near-instant processing.

 

Ready to experience the future of banking and trading at your fingertips? Click on the video link to discover more about our new Trading Feature.

 

Take control of your investments and make use of the new functionality today.


Your financial journey: more powerful and dynamic than ever before.


For more information, please contact your relationship manager

 

or download the app here:

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New Reporting for our clients – updated format

In the fast-paced world of finance, staying informed and abreast of news and developments is key for making sound investment decisions. At Quilvest (Switzerland) Ltd., we understand the importance of transparency, clarity, and empowerment in managing your portfolio. We are thrilled to introduce our new Portfolio Statement: a new, innovative feature which goes beyond the numbers, providing you with a comprehensive overview of your assets.

 

Clear Visuals: See Beyond the Numbers

Our Portfolio Statement is not just about data; it is about clarity and transparency. We believe that clear visuals are crucial in helping you understand the intricate details of your portfolio. With our visually appealing representations, you can easily grasp the composition and performance of your investments.

 

Added Transparency: State-of-the-Art Portfolio Risk Overview

Transparency is at the core of our commitment to you. Our state-of-the-art portfolio risk overview brings a new level of transparency to your investment strategy. Gain insights into the risk structure of your portfolio with an intuitive breakdown, empowering you to make informed decisions about your financial future.

 

Historical Performance: Navigate Future Investment Decisions

Understanding historical performance is key to navigating the future. Our Portfolio Statement provides you with a comprehensive analysis of your portfolio’s historical performance. With this knowledge, you can confidently navigate future investment decisions, aligning your strategy with your financial goals.

 

Enhanced Information on Alternative and Private Market Holdings

Deep dive into the world of alternative and private market holdings. Our Portfolio Statement ensures that you have all the information you need about these unique assets. Stay well-informed and make strategic choices  which maximize the performance potential of your portfolio.

 

Video Showcase: Your Portfolio Unveiled

To complement the launch of the new design of our Portfolio Statement, we have prepared a video highlighting its key features:

 

Your financial journey is unique, and our Portfolio Statement is tailored to empower you every step of the way. Dive into the future of portfolio management with Quilvest (Switzerland) Ltd.

 

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