The core activity of Albula Advisors is the provision of financial services, particularly in the areas of wealth management, investment consulting, and cash management. The company offers tailored solutions for high-net-worth individuals, especially entrepreneurs, and supports them in managing their assets, investing their funds, and handling payment transactions and liquidity management.
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Industry:External Asset Management
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Discretionary wealth management mandates, definition of the investment strategy, selection and execution of securities, periodic monitoring and reporting to the client.
Investment advisory
Advisory mandates with support for the investment strategy, investment proposals, portfolio monitoring and information on markets, currencies, precious metals and corporate actions.
Cash management
Opening of bank relationships in Switzerland and on other financial markets, management of corporate liquidity, treasury solutions and support for international payments.
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