MAP Patrimoine Sàrl is a wealth management company that assists private and institutional clients with building, protecting and transferring their assets. The company offers tailored advice, portfolio monitoring and access to private banks.
AI-generated
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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