1875 Finance SA is an independent wealth manager providing services to private clients, multi-family offices and institutional investors. The firm uses an open-architecture model and offers asset management services based on a top-down allocation process and operates under FINMA/CSSF authorisations.
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Discretionary management and advisory management for private clients, with a strategy tailored to the profile, return objectives and risk aversion.
Wealth structuring
Wealth structures, transfer of residence, succession and family governance, with coordination of external experts such as lawyers, notaries, tax specialists or fiduciaries.
Reporting and consolidation
Tailored reporting, detailed portfolio analysis, consolidation of financial and non-financial assets, including for accounts held with multiple banks.
Multi-Family Office
Management of the family's members' day-to-day personal needs with a tailor-made service, technical expertise, state-of-the-art tools and a keen understanding of requirements.
Institutional asset management
Balanced or specialized mandates for institutional investors, with robust management, compliance with governance constraints, active currency management and a sustainable approach.