Wealth Management Services
we offer comprehensive Wealth Management Services designed to help you navigate the complexities of managing and growing your assets.
If you want to Start a Business from Scratch, Focus on the Difference.
Starting a new business comes with a vast amount of steps. These are steps, which have to be not just taken but also known about in advance. As an investor and entrepreneur, many of these can be paralyzing, cause inertia, and not allow for forward movement.
Our Wealth Management Services
Whether you are looking for a simple, rule-based strategy or a more tailored approach to meet your individual financial goals, our services are crafted to provide the best possible solutions with an emphasis on sustainability, capital preservation, and long-term growth.
Systematic Asset Management
Our Systematic Asset Management approach focuses on delivering strong, absolute performance by adhering to a rule-based investment philosophy. We believe in passive investment strategies combined with active asset selection and allocation, ensuring a diversified portfolio with low running costs. Our focus is on physical investments without currency risks, avoiding emotional decision-making, trading, or market timing.
Tailored Asset Management
For clients seeking personalized strategies, we offer Tailored Asset Management, which may include sustainable investment products, private equity, and hedge funds. Our experienced investment team works closely with you to design a strategy that aligns with your individual risk tolerance, objectives, and preferences, always with a focus on capital preservation and sustainable growth.
Risk Management
Our top priority is Risk Management. Using sophisticated tools, we closely monitor your portfolio to ensure it remains aligned with your risk tolerance levels. We aim to proactively highlight any deviations, enabling us to assist with rebalancing strategies and keep your investments on track.
Discretionary Asset Management
Through Discretionary Asset Management, we work alongside you to craft a personalized investment strategy and portfolio diversification plan. Our team actively manages and rebalances your portfolio, responding to shifts in the investment environment while prioritizing capital preservation and safety. Regular, transparent reporting ensures you are always in the loop.
Investment Product Sourcing
Our Investment Product Sourcing strategy provides you with access to a wide range of market-leading products. We use our open architecture platform to source the best available structured products, third-party funds, ETFs, hedge funds, private equity, commodities, and precious metals to build a portfolio that suits your investment goals.
Trade Execution
We place a high emphasis on Trade Execution. Our strong execution platform ensures that your investments and structured products are executed at the best available rates, ensuring you get optimal returns from every transaction.
Advisory Asset Management & Consulting
With our Advisory Asset Management & Consulting, you retain full control over your investment decisions, benefiting from direct, regular interactions with your advisor. We work with you to refine your investment strategies, keeping you informed with timely updates and discussions about potential opportunities in the market.
Family Office Services (Generations)
We specialize in creating Generational Wealth Management strategies, including tax planning, estate planning, trusteeship, family philanthropy, and lifestyle management. Our goal is to provide a seamless, trustworthy framework for managing family financial affairs, drawing on Swiss banking traditions to offer unmatched service and discretion.
Family Office Services (Global Custody Consolidation)
Our Global Custody Consolidation service allows you to view all your accounts across multiple banks in a single, user-friendly application. This offers a holistic view of your worldwide portfolio, helping you manage liquidity and investments with ease.
How we Help you Limit Risks and Launch your Business.
Through experienced startup consultants who understand the isolated tasks necessary, a client can rely on a professional to manage a critical step in the early stages and focus on other items that need attention.
Our Consulting Process
We provide the best services, ensuring your outstanding growth
Discussion
Ideas & concepts
Testing & Trying
Execute & install
Let’s Collaborate with Us!
Frequently Asked Questions
Some frequently asked questions about the service that you may have questions about