The core activity of Mafin SA is wealth management, specifically the management of assets for private clients. This includes the investment and management of financial resources, the creation of personalized investment strategies and consulting on wealth management issues.
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Offering
Products & services
Industry:External Asset Management
✓ Offered3
Wealth management
Wealth management for private clients with customised mandates, discretionary mandates, definition of return, risk appetite and time horizon.
Tailored mandates
Tailored, transparent and continuously adapted mandates to the global financial context, with strategies and products designed to meet the client’s needs.
Supplementary wealth advisory
Collaboration and advisory support from external professionals in tax, inheritance, corporate and administrative matters, with assistance for tax returns, recovery of withholding taxes and capital gains.
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