Insignium Group AG is an independent wealth management firm offering asset management, wealth-management and multifamily-office services. Services include defining investment policy and strategy, portfolio construction and implementation, risk analysis and monitoring, and consolidated reporting, tax optimization and structuring for families and private clients.
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Industry:Holding Companies
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Wealth management with independent portfolio management, open architecture, global network, investment policy, definition of strategy, development and implementation as well as risk analysis and control.
Wealth Management
Wealth Management mit unabhängiger Vermögensverwaltung, massgeschneiderten Lösungen, ganzheitlicher Beratung, Transparenz, Nachhaltigkeit und Unterstützung für Kunden und nächste Generationen.
Multifamily Office
Multifamily Office mit Analyse und Bewertung von Alternativen über die reine Anlagenverwaltung hinaus, als umfassender Teil der Vermögensbetreuung.
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