Prismafin SA provides wealth management and financial services for families and institutions, including investment advisory, asset management, and corporate finance. The firm also offers tax advisory, multi-country bank monitoring, insurance evaluation, real estate and legal services, and uses AI-driven models to support investment decisions and risk management.
AI-generated
Offering
Products & services
Industry:Funds & Investment Companies
✓ Offered9
Investment Advisory
Tailored mandates, discretionary and non-discretionary, across public and private markets; initial assessment, personalized proposal, execution and ongoing support.
Asset Management
Global investment strategies for families and institutions, with a personalized and strategic approach aimed at protecting and growing wealth.
Corporate Finance
Support for leveraged buyouts, private equity and structured finance operations for companies and qualified investors.
Domestic and International Tax Advisory
Optimized tax solutions for domestic and international compliance, supporting clients with tax-related structuring and obligations.
Multi-Country Bank Monitoring Services
Global bank monitoring providing a consolidated view of assets across multiple countries.
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