Freedom Capital SA is a wealth management firm offering asset management services, including managed accounts, advisory accounts and risk management. The firm also provides tax and legal planning, financial planning and asset protection, working with legal and tax specialists.
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Industry:External Asset Management
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Asset management with discretionary mandates, individual portfolio structuring, ongoing investment decisions and alignment to the risk and return profile.
Investment advisory
Investment advisory with regular recommendations, pre-selection of potential investments and market assessments; investment decisions remain with the client.
Risk management
Risk management for existing portfolios, including analysis of externally managed investments, hedging strategies for individual equities and capital-preserving investment structures.
Financial planning
Financial planning to structure assets, to achieve asset protection, wealth growth and tax optimization with legal, tax and accounting specialists.
Asset protection
Asset protection with structures such as companies or trusts, as well as bank solutions in Switzerland and other jurisdictions to safeguard assets.
Tax optimization
Tax optimization by reviewing tax-favoured investments, structures, trusts, funds and insurance solutions to reduce the tax burden legally.
Credit brokering and Lombard facilities
Credit brokerage with current account loans and margin facilities, secured by portfolios, to generate liquidity without selling assets.
Bank guarantees and letters of credit
Arranging bank guarantees and letters of credit for clients’ international and local business activities.
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