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XO Investments

XO INVESTMENTS is a Swiss company which specializes in wealth management and investment advisory/services.

This twofold expertise gives us the edge over our competitors.

Our motto is: ‘Turning your expectations into concrete results’

It perfectly illustrates the added value and daily commitment we offer to all our clients, whatever their needs may be.

OUR FIELDS OF EXPERTISE

XO INVESTMENTS has two complementary fields of expertise:

  • Wealth management
  • Investment advisory

We provide our services to two types of clients:

Our team

The leading tools and techniques we use in wealth management and investment advisory would be nothing without the dedication of our employees.

This is why we hire based on expertise and experience.

OUR DNA

TRUST AND STRENGTH  

Trust lays the foundation of any relationship and we build it by listening carefully to and being in constant contact with our clients. This is why we retain them. XO INVESTMENTS (formerly DE Planification) has specialized in investment management and consulting since 2000 and has a proven track record, demonstrating its know-how and has gained the trust of demanding private and institutional clients.

INDEPENDENCE AND TRANSPARENCY

Our company’s shareholding belongs entirely to the management. This means we are totally independent and work solely on our clients’ best interests. We have chosen to be totally transparent in everything from our actions, processes and fees.

PERSONALISATION AND THE HUMAN DIMENSION

We do not use ready-made solutions. Every client is unique and our services are adapted accordingly. We prefer dialogue and proximity. The small team guarantees a high level of responsiveness and the efficiency needed to make decisions quickly.

SKILLS AND EXPERTISE

Our employees and associates have a great deal of experience in advising and wealth management. We have privileged contacts with universities which we use to supply our research. The technical qualities of our team, our simulation and optimisation tools make it possible to guarantee optimal and innovative solutions for our clients.

Affiliations:
XO INVESTMENTS is regulated by OPSC and affiliated with OAR-G