1875 Partners Sàrl provides wealth management, multi‑family office and asset management services, including portfolio construction, reporting and private‑equity selection.
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Products & services
Industry:Financial Services
✓ Offered8
Wealth management and advisory
Discretionary management mandates and advisory management for private clients, with a strategy defined according to the profile, return objectives and risk aversion.
Wealth planning
Wealth structures, transfer of domicile, succession and family governance, with input from external experts such as lawyers, notaries, tax specialists or fiduciaries.
Tailor-made portfolios
Construction or restructuring of investment portfolios, formalised process, tailor-made allocation, macroeconomic analysis, risk management, optimisation and reporting tools/PMS-CRM.
Reporting and consolidation
Proprietary reporting, detailed portfolio and performance analysis, consolidation of account holdings across multiple banks, including financial and non-financial assets.
Multi-Family Office services
Management of the family's members' daily personal needs, tailor-made service, close relationship, technical expertise, next-generation tools and understanding of needs.
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