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.
‘Turning your expectations into concrete results’
Our fields of expertise
XO INVESTMENTS has two complementary fields of expertise:
- Wealth management
- Investment advisory
Our team
trust & 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 & 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 & human dimension
skills & expertise
