The core activity of PARfinance SA is wealth management, i.e. the management of assets for private and institutional clients. This includes the creation and management of individual investment portfolios tailored to the specific needs and goals of the clients. The company also offers additional services such as real estate management, business services, concierge services and family office services.
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Discretionary or advisory mandates, tailored allocation and monitoring, independent market analysis, risk management and reporting.
Family Office
Legal and tax structuring, succession planning, real estate strategy, family governance for the preservation and transfer of the family wealth.
Business Office
Business structuring and administration, coordination of accounting, tax and social matters, governance, preparation of decision-making bodies, establishment and support in Switzerland.
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