We are a boutique wealth management firm.
“Our mission: Together with our customers, we cultivate an ecosystem. People connect people, and above all, despite the digital age, we stand for sustainable, personal relationships and jointly foster our network. Our customized consultations and solutions inspire and deliver significant customer benefits.”
We invest
with foresight.
Investments with risk-adjusted returns, taking your individual needs into account. This is our focus. We carefully select investment instruments that best fit your portfolio.
We plan in
a structured way.
Our approach is based on a systematic analysis of your financial goals, risk tolerance, and individual needs. Through careful planning, we develop tailored strategies to ensure long-term financial success. Our personal consultation enables you to gain clear insights into your financial future and react flexibly to changes.
We provide
active support.
We find solutions that meet your needs. We understand that everyone has individual financial wishes and challenges. That’s why we provide comprehensive support, guiding you with our expertise. Together, we’ll move forward into the future as partners.
Working together to achieve your goals
Our team brings together many years of experience in the fields of finance, business management, client relations and law. This wide-ranging expertise enables us to provide comprehensive and long-term support – personalised, professional and always with your individual goals in mind.
Alistair Jarvis
Owner & CEO
Entrepreneur with over 15 years’ experience in setting up SMEs
Sandro Rodrigues
Customer Service / Investment Board
>13 years’ banking experience in customer service;
BSc. in Business Administration, FHGR
Dario Pirovino
COO
M.A. Banking & Finance
HSG; CEMS Master’s in Intl. Mgmt., HSG & Koc Univ.
Sylvio Rodrigues
Business Risk
>24 years’ banking experience in customer service and management roles
Luca Bontognali
Customer Service / Member of Inv. Board
>8 years’ banking experience in customer service,
BSc. in Business Administration from FHGR
Dominik Salgado
Business Developer
Entrepreneur and Business Economist (FH)
How we work
We take a long-term view, focus on your individual needs and develop solutions that are aligned with your goals in the long run. In doing so, we prioritise personal collaboration, responsible conduct and shared growth.
We strive for sustained growth and diversification of customer portfolios.
The customer and their individual needs are always at the heart of everything we do.
Together with our customers, we move forward and achieve sustainable success.
Get in touch now.
Together towards a successful future.
J-Invest & Partner AG
Industriepark Vial 2
7013 Domat/Ems
contact@j-invest.ch