Elos Capital SA is a Multi Family Partner offering wealth management, investment advisory and corporate services. The website lists services such as portfolio management and advisory mandates, cash management, capital introduction and fundraising support, valuation of non-banking assets and consolidated reporting; the site states compliance with FINMA standards and membership of ASG and AOOS.
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Asset-management mandates to delegate financial management of personal or corporate assets, with portfolio allocation in line with the selected risk profile and performance monitoring.
Advisory mandates
Advisory mandates for building the securities portfolio with specialists, with greater financial personalisation and preferential access to pre-IPO certificates.
Cash Management Service
Treasury and international payment solutions, with opening of operational current accounts, corporate treasury accounts and remuneration of cash on account.
Corporate business and Capital Introduction
Assistance with extraordinary transactions, capital raising, structuring mini-bonds, listed vehicles, listing on capital markets, mergers and acquisitions, and contacts with start-ups and consultants.
Wealth Guardian
Analysis of portfolios with other managers, estimation of non-bank assets and intangible property, with consolidated reporting for an overall view of wealth.
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