The core activity of Colivar is wealth management with a focus on next-gen approaches. The company offers services such as wealth management, family office, research and development, as well as entrepreneurial philanthropy.
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Industry:External Asset Management
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Asset management with allocation strategies, risk monitoring, macro and fundamental research, and ongoing portfolio adjustment across multiple asset classes.
Family Office
Family office services with wealth planning, succession and legacy planning, consolidated reporting, and support for investments, real estate and private equity.
Research and Investment Analysis
Macro and fundamental research, market analysis, global and emerging-markets research, and quantitative and tactical investment strategies.
Entrepreneurial Wealth Tech Development
Digital wealth management with proprietary technology, AI-driven tools, automated KYC processes, and continuous compliance and risk control.
Philanthropy Advisory
Advice on philanthropic initiatives, educational support and wealth transfer within long-term wealth and family planning.
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