FYDUCIA SA is an independent family office that designs and implements tailored wealth and investment management solutions for private clients and families. It does not sell financial products and is not part of any banking or financial group.
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Industry:Financial Services
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Leadhub delivers verified contact details and decision-makers from over 750,000 Swiss companies — management, procurement, marketing, HR.
Wealth management with individually constructed portfolios, independent selection of securities, consideration of objectives, time horizon and risk profile, as well as ongoing support.
Investment Advice
Investment-related advice in a personal consultation, clarifying the starting situation, objectives and the appropriate approach before an investment decision.
Private Asset Management
Private Asset Management for affluent private clients, with a personal relationship, discreet support, long-term guidance and a focus on the client’s mandate rather than standard products.
Portfolio Construction
Portfolio construction according to client specifications, selecting individual building blocks based on objectives, term and risk profile rather than predefined sample solutions.
Risk Management and Compliance
Risk management and compliance with KYC, AML, Suitability and Cross-border, complemented by ongoing compliance with regulatory requirements.
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