ABOUT US

 

SMARTROCK & PARTNER AG (LTD) is an international financial group headquartered in London, England. We have representative offices in Zurich, Switzerland, and since the 4th quarter of 2023 also in Frankfurt am Main, Germany. In Germany, we are represented by SMARTROCK Consulting GmbH. Our core business areas include international financial coaching and professional asset management.

 

IMPORTANT REGULATORY INFORMATION

 

The information provided/mentioned here does not in any way constitute an offer of any kind, i.e. any form of investment or asset advice or asset management. Nor does it constitute a recommendation to acquire (purchase) or sell any financial instruments, precious metal investments, private equity investments, insurance products, real estate and/or other investment products or investments requiring authorization, etc. of any kind or nature whatsoever.

 

Nor do we provide any form of financial services requiring authorization or regulation on this website or as part of the coaching we offer, i.e. neither directly nor indirectly, neither in a fiduciary capacity nor via third parties (e.g. subsidiaries, holding companies, etc.) or external service providers or partners, etc.

 

As a matter of principle and without exception, we do not act as an acquisition broker in Switzerland, regardless of the type and manner, i.e. neither internally nor externally, i.e. neither directly nor indirectly, neither in a fiduciary capacity nor via third parties or external service providers or partners, etc.

 

As a matter of principle, we do not engage in any transactions in Switzerland that require authorization or regulation, are similar to (or similar to) banking transactions, asset advisory (or similar to) transactions, asset management (or similar to) transactions, insurance-like (or similar to) transactions or real estate-like (or similar to) transactions of any kind or nature, i.e. neither directly nor indirectly, neither in a fiduciary capacity nor via third parties or external service providers or partners, etc.

 

As a matter of principle and without exception, we do not accept any client deposits, public deposits and/or any other funds or assets of any kind or nature in Switzerland, i.e. neither internally nor externally, neither directly nor indirectly, neither in a fiduciary capacity nor via any third parties or external partners, intermediaries, tipsters, etc.

 

As a matter of principle and without exception, we have no economic access (e.g. through powers of attorney, sub-authorizations, powers of attorney, etc.) to any funds or assets of our clients (coachees), regardless of the type and manner, i.e. neither internally nor externally, i.e. neither directly nor indirectly, neither in a fiduciary capacity nor via third parties or external service providers.

 

SMARTROCK & PARTNERS is in Switzerland exclusively

a Financial Coaching Institute

 

in accordance with the international guidelines and standards of the ICF (USA). The ICF and the European Mentoring and Coaching Council (EMCC). In June 2011, these internationally recognized associations agreed on the so-called "Code of Conduct for Coaching and Mentoring", i.e. a joint code of conduct for practicing coaches and mentors and their respective industry associations. The code serves as self-regulation (voluntary commitment) for the industry and includes guidelines for setting professional and ethical standards for professional practice. It was submitted in July 2011 as the "Professional Charter for Coaching and Mentoring" to the European database for self-regulation and co-regulation initiatives operated by the European Commission and the European Economic and Social Committee, where it was included in September 2011. The Code is the first such initiative at European level.

 

However, our coaching recommendations do not release the recipient (client / coachee) from their own or personal judgment. In particular, our coaching recommendations do not take into account the specific or future investment objectives or individual needs of each recipient, nor the individual tax or financial situation of each recipient (client / coachee). Our information is not intended for persons whose nationality or place of residence prohibits access to such information under applicable legislation.

 

The following applies in particular: Any form of investment - which you as a client (coachee) make yourself - is always associated with potential risks, in particular those of fluctuations in value, income and foreign currency. Historical returns and financial market scenarios are no guarantee for current and future results.

Translated with DeepL.com (free version)