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MULTI GROUP FINANCE SA

Summary

About the company

MULTI GROUP FINANCE SA provides wealth management and financial advisory services and acts as investment manager for structured investment products, including bond and equity tracker certificates and ETF solutions. Its services also cover tax planning, family advisory and tailored portfolio management strategies.

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Offering

Products & services

Industry:Financial Services

✓ Offered5

Wealth Management

Portfolio management, financial strategies, opportunity selection and active advice, with personalised solutions tailored to objectives, risk profile and specific needs.

Tracker Bond

Open-end tracker bond certificate in USD, invested in bonds, bond ETFs and cash pockets, with dynamic management and occasional hedging of foreign-exchange risk.

Tracker Equity

Open-end tracker equity certificate in USD, composed of underlying equity index products and ETFs, with dynamic management, weekly rebalancing and weighting determined by MGF.

Tax advisory and estate planning

Tax optimisation of income and the asset structure, with estate planning for private and business fortunes and consideration of legislative changes.

Family Advisory

Family wealth advisory for holders of substantial family assets, supporting the interests of the family and its members in the management of their assets.

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MULTI GROUP FINANCE SA

About the company

Products & services

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MULTI GROUP FINANCE SA

About the company

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