Cura & Senectus Investment AG (C&S Investment) is an asset management firm that manages investment fund portfolios, insurance company portfolios, and Actively Managed Certificates (AMCs). C&S Investment focuses on real estate, hedge funds, equities, debt, and liquid assets. C&S Investment offers wealth management services including portfolio construction, allocation, implementation, and performance reporting. C&S Investment also provides advice to clients with respect to asset allocation and investment selection for trusts and other client accounts.
Assets Under Management$150M
Clients15
AdvisorsN/A
Avg. per Client$9.7M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$12,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2M+ | 1.00% |
Customized larger mandates pay between 0.4% and 1.5%. Fees are negotiable and may result in a fixed fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
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