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DirectoryFinance & InsuranceExternal Asset ManagementSt-PrexBARRETO & PARTNERS Sàrl
BARRETO & PARTNERS Sàrl Logo
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BARRETO & PARTNERS Sàrl

Summary

About the company

The core activity of Barreto & Partners is investment consulting and asset management for private and institutional clients, with a focus on personal, independent and secure services.

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Offering

Products & services

Industry:External Asset Management
✓ Offered
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4
Wealth management
Wealth management with personal, independent and secure advice; systematic analysis of clients' needs, selection of suitable investment products, risk management and long-term return optimisation.
Investment advice
Investment advice with direct access to the Portfolio Manager, detailed portfolio assessment, selection of financial products based on clients' interests and transparent disclosure of fees and costs.
Family Office
Family Office services with estate planning, trust and foundation services, personal holding companies, tax returns, as well as administrative support and asset protection.
Incorporation and domiciliation services
Formation of Swiss joint-stock companies and GmbHs, complete incorporation procedure, opening of a bank account, provision of directors and administrative support, as well as domiciliation in Switzerland and Europe.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 3 reviews across all connected sources

Sources
GGoogle53
★TrustpilotSoon
PProvenExpertSoon

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Secure profile

Location

Route de Lussy 15
1162 St-Prex

At a glance

Legal form
Limited Liability Company
UID
CHE-114.098.974
Founded
2008 · 18 years
Last commercial register change
April 12, 2024
Employees
1 to 10

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