Independent. In addition to being regulated Independent Asset Managers in Switzerland, we have absolutely no exclusivity or ownership relationship with any financial institution. Our shareholders are either core partners or – in majority- members of the AKTS team. This gives us the freedom to select all third-party providers on merit-based criteria only, and this is particularly important when it comes to helping our clients select their custodian banks.
Ethical. Our remuneration model is transparent, fair and entirely predictable. We charge an all-inclusive annual fee for our advisory services, and we have invited our partner banks to follow the same guidelines. Contrary to the established practice in our industry, we do not accept any remuneration -whether direct or indirect- from any third party, namely from custodian banks, fund managers, issuers and distributors of investment products and brokers. Hence, all wealth management strategies – including all underlying investments – that are proposed, structured, managed and monitored by AKTS are exclusively focused on the best interest of our clients.
Regulated. The founders– Alex and Kifah- have worked in tandem for over a decade and together with a team of experienced professionals and a network of best in class specialists, constitute the core of our holistic risk management culture. For all aspects of our advisory activity, we operate according to internal procedures that meet the highest standards of Swiss and international financial regulators. AKTS is placed under the supervision of our Board of Directors and, ultimately, that of the OAR-G -the Swiss regulatory body, to which we are affiliated. Our work is also submitted to an annual anti-money laundering review and a voluntary (limited) statutory audit that are performed by a reputed international auditing firm.