The company provides independent and individual financial advisory services, particularly in the areas of asset management, risk management and asset protection. It supports private individuals, families and companies in achieving their financial goals by developing tailored solutions based on a detailed analysis of their individual needs and objectives.
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Industry:External Asset Management
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Leadhub delivers verified contact details and decision-makers from over 750,000 Swiss companies — management, procurement, marketing, HR.
Multi-Family Office services for families and individuals with complex assets: coordination of wealth management, asset protection, growth, generational transition and independent all-round advice.
Independent Financial Advice
Comprehensive, neutral and transparent financial advice for private clients, entrepreneurs, professionals and foundations, free of conflicts of interest and with tailored solutions.
Wealth Advisory and Supervision
Consolidated supervision of assets held with multiple banks, with an overall view, allocation control, performance monitoring and consolidated reporting.
Wealth, Succession and Tax Planning
Succession and tax planning with protection and aggregation structures for wealth, dedicated legal solutions, trusts, foundations, holding companies and policies.
Asset Allocation and Investment Strategy
Definition of objectives and risk profile, construction of the allocation between bonds, equities, cash and other asset classes, with periodic review.
Selection of Investment Managers and Specialists
Selection of managers and specialists for the various investment asset classes, with a shortlist of recommended solutions and use of ETFs where appropriate.
Risk Monitoring and Portfolio Control
Control and management of market and credit risks, diversification of investments, preventive simulations and continuous monitoring of positions.
Consolidated Wealth Reporting
Targeted and consolidated reporting on portfolios held with multiple custodian banks, with transaction updates and centralised control using INSA software.
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