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With an assignment for asset management you delegate the administration of your assets to CMG Dr. Zorn & Partner AG. The securities account will be held at one of our affiliate banks – all of them first rate organisations in Switzerland, the Principality of Liechtenstein and Austria. We escort and advise you in choosing the optimum bank connection in your ideal financial centre.
With regard to your personal circumstances and your individual portfolio strategy we structure and monitor your assets constantly.
CMG is in particular authorised to buy and sell securities, to receive and verify account statements, credits and other settlements in lieu of the client in order to provide a comprehensive service for our clients.
Of course the client can still dispose of his accounts without any restrictions.
We attach great importance to keeping you constantly informed about the development of your assets and if required adapt your strategy to chancing needs and conditions.
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