Financial consulting, management and advisory services in the field of assets and portfolio monitoring; the company may participate in other companies and establish branches and subsidiaries, both in Switzerland and abroad; it may acquire, hold and dispose of exclusively commercial and industrial real estate and, in general, carry out any activity directly or indirectly related to its purpose.
Commercial register, canton of GE·As of March 31, 2021View on Zefix
Offering
Products & services
Industry:External Asset Management
✓ Offered3
Personalised wealth management advice
Personalised advice tailored to needs, financial objectives and risk tolerance; assessment of the wealth situation, bespoke strategy and proactive management.
Proactive portfolio monitoring
Continuous monitoring of the portfolio, identification of investment opportunities, minimisation of risks and ongoing follow-up to support investment growth.
Privileged access to private banks
Access to a network of Swiss and international private banks, with private banking services and financial solutions to optimise wealth growth.
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