The core activity of RESCAD SA is wealth management, financial consulting, family office and philanthropy. The company offers a wide range of financial services, including asset management, financial consultancy, investment funds and investment products. It is a company authorized and regulated by the FINMA (Federal Financial Market Supervisory Authority).
Asset management with mandate for private and institutional clients, independent from banks, with portfolio management, financial analysis and no need to change banks.
Advice in financial investments
Financial investment advice based on investment objectives, risk tolerance and liquidity needs, including financial analysis and research, strategic advice, portfolio monitoring and recommendations.
Investment funds
Investment funds for qualified investors, including two in-house managed funds accessible only to eligible investors.
Family Office Wealth Management
Family office services for clients with global and international assets, including investment strategy, risk diversification, custodian-bank selection, performance consolidation and reporting.
Philanthropy
Philanthropy advisory, including donation structuring, strategy and organization of philanthropic institutions, strategic asset allocation and partner matching for projects.
Knowledge
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