Aquila Balmoral AG provides wealth management and family office services, including asset management, wealth planning and estate planning. The firm cooperates with banks and external specialists such as trustees, notaries, lawyers and tax advisors; it is a partner of AQUILA AG and, as an independent asset manager, is subject to direct supervision by FINMA.
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Industry:External Asset Management
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Individual investment solutions tailored to personal preferences, investment objectives, risk appetite and investment horizon; ongoing review of market, capital market and economic conditions as well as tactical and strategic portfolio management.
Family Office Services
Services beyond classic wealth management; clarification of specific questions in a personal discussion together with external specialists.
Wealth planning
Long-term tax and estate planning as well as protection of global assets for the next generation; collaboration with fiduciaries, notaries, lawyers and tax advisors.
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