Whether you wish to fully delegate the management of your assets, actively participate in decisions or act independently — CORUM offers the right solution. All services are built on a disciplined investment process and transparent reporting.
We take full responsibility for actively managing your portfolio — consistently aligned with defined objectives and risk parameters. You benefit from a structured process, clear transparency and long-term stability.
We support you with independent analysis and well-founded recommendations, enabling you to make investment decisions on a solid basis — personal, flexible and fully transparent.
We execute your investment orders efficiently, precisely and cost-effectively. You retain full control over your strategy while benefiting from reliable execution.
We assume full responsibility for managing your portfolio — consistently aligned with defined objectives and risk parameters. You grant us a discretionary mandate and benefit from a structured investment process tailored to your personal situation.
Our Investment Committee continuously reviews the strategy and responds to market changes — actively, yet prudently. You are kept regularly informed, but need not concern yourself with day-to-day decisions.
CORUM decides within the framework of the agreed investment strategy.
Individually defined based on risk profile, investment objectives and personal circumstances. Regularly reviewed by the Investment Committee.
Equities, bonds, funds, ETFs, structured products and alternative investments — broadly diversified across markets and asset classes.
Ongoing monitoring, defined bandwidths and active rebalancing — systematic and forward-looking.
Your assets remain with the bank of your choice. CORUM partners with over 54 banks — your funds never leave your own account.
Private individuals, families and corporations who wish to have their wealth professionally managed — without having to concern themselves with markets and transactions.
We support you with independent analysis and well-founded recommendations, enabling you to make investment decisions on a solid basis. The final decision always rests with you — the expertise and market knowledge with us.
Whether you seek a second opinion on an existing position or wish to develop a comprehensive investment strategy — we adapt to your needs.
You decide — based on our analysis and recommendations. Every transaction requires your approval.
From one-off recommendations to ongoing guidance — flexible, based on your needs and pace.
Regular assessments from our Chief Economist and Investment Committee on markets, sectors and individual securities.
Concrete, documented recommendations with rationale — not generic tips, but tailored to your portfolio.
A dedicated point of contact who understands your situation — available by phone, email or in person.
Clients who want to make informed decisions while drawing on independent expertise — without giving up control.
You know what you want — we make it happen. CORUM executes your investment orders efficiently, precisely and cost-effectively. No advisory, no discretionary mandate, no interference.
Benefit from our infrastructure, our network of over 54 banking partnerships and the security of a regulated wealth manager — while retaining full control over your decisions.
Entirely yours. CORUM provides no recommendations and no assessments.
Fast and reliable execution of your orders — buy, sell, rebalance — through the custodian bank of your choice.
Access to over 54 banks worldwide. Your assets remain with your bank.
Transparent transaction fees per order. No performance fee, no hidden costs.
Transaction overview and custody statement. No investment commentary, no performance analysis — just the facts.
Even without an advisory mandate, you benefit from the regulated infrastructure of a FINMA-supervised wealth manager.
Experienced investors, family offices and wealth advisers who make their own decisions and seek a professional execution platform.