About
Hans Phillip Nikolaus Dové advises households on portfolio structure and annual rebalancing, with particular responsibility for German-speaking clients living outside Switzerland. He focuses on practical explanations, careful follow-up and continuity between formal portfolio reviews. His work on client service helped bring average query response times below four business hours. Hans’s approach gives clients a clear point of contact for everyday questions while keeping discussions connected to their broader investment objectives and changing circumstances.
His review style is detail-oriented, covering how a portfolio is positioned, whether circumstances have changed and which matters require further attention. For clients living abroad, he places particular emphasis on organised communication and clear responsibility for follow-up. Hans aims to make routine service dependable, so that questions about reports, portfolio changes or upcoming reviews are handled with appropriate context and a clear next step.
Results
- Average client-query response time reduced to under four business hours.
Make an appointment
A first meeting is free and does not commit you to a mandate. Hans will get back to you.
Colleagues
- Daniel Markos
Senior client adviser
- Andrew Ramsden
Client adviser
- Andrew Savage
Client adviser
- Laura Bellrose
Client adviser
- Rolf René Kübler
Client adviser
- Mersi Suing
Client adviser
- Leon Roth
Client adviser
- Henrik Meier
Client adviser
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