Place de l'Hotel de Ville 1
1700 Fribourg, Switzerland
Mon - Sat | 8.00 - 19.00
Sunday | 12.00 - 16.00
1700 Fribourg, Switzerland
Sunday | 12.00 - 16.00
Ensuring everyday support, we provide a dedicated team of wealth managers, planners and other specialists.
We start by using our expertise across our whole business to look at every aspect of your wealth. This allows us to see if you’re over-exposed to risk.
We’ll continually monitor and manage your portfolio and adapt it to new opportunities as they arise when markets change.
excelholdingsltd.org offers a personal and proactive approach to investing, managing and growing your wealth. Over the years, we’ve found that investors consistently struggle to get the sort of investment returns they should.
We created a dedicated team of behavioural finance specialists to find out why, and to find out what we could do to improve our clients’ investment decision-making and returns. Our unique investment philosophy approach is the result of their research. Our pioneering approach uses behavioural finance – how emotions impact your investment decisions – to help improve your long-term returns.
The traditional approach to creating an investment portfolio focuses almost entirely on an investor’s attitude to risk and ignores the other emotional factors at work.
Our investment philosophy approach measures six different aspects of an investor’s personality that relate to their financial behaviour and decision-making. We believe this enables us to develop more effective individual investment solutions that reduce the negative impact on returns caused by investor emotions.
Learn more about usWe offer access to expert financial planning to help you ensure your investments are in line with your wider ambitions..
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