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DirectoryFinance & InsuranceExternal Asset ManagementLuganoGJT Wealth Management SA
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GJT Wealth Management SA

Summary

About the company

The core activity of GJT Wealth Management SA is to provide services in the field of wealth management, including: asset management and investment advice, tax consulting and planning for companies and individuals, support in the establishment and liquidation of Swiss companies, accounting and financial reporting, social insurance and employment contract management, immigration and residence procedures, and representation before Swiss authorities. The company also offers specialized services such as due diligence, mergers and acquisitions, as well as support in the creation of business plans and budgets.

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Products & services

Industry:External Asset Management
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✓ Offered6
Asset management
Asset management with personal, tailor-made support, a long-term perspective and risk management for portfolios; without preferred relationships with banks, insurers or funds.
Family Office
Family office services with a multidisciplinary view on assets, including tax advisory, accounting, loans and legal advisory, real estate planning, insurance, investment funds and trusts.
Tax advisory
Tax advisory for companies and private individuals, including tax returns, VAT, withholding tax, stamp duties, tax representation and double taxation agreements.
Accounting and financial reporting
Accounting and financial reporting for companies, including bookkeeping, management assistance, financial statements, flash reports, statutory and consolidated financial statements.
Corporate and fiduciary services
Corporate and fiduciary services with incorporation, liquidation, reorganisations, due diligence, business plans, budget analysis and administrative support.

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Location

Via F. Pelli 13
6900 Lugano

At a glance

Legal form
Corporation
UID
CHE-153.443.827
Founded
2017 · 9 years
Last commercial register change
December 2, 2022
Employees
1 to 10

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