SELVI & Cie SA is a private banking boutique offering discretionary portfolio management, investment advice, securities trading and administration, and foreign exchange and money market services. The firm also provides creation and administration of trusts and patrimony companies and operates as a securities firm acting as account holder under FINMA supervision.
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Industry:Banks
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Discretionary wealth management according to an investment strategy defined together, with investment management, continuous adjustments and rigorous execution.
Investment advisory
Comprehensive or ad-hoc advice on investments, with recommendations tailored to the portfolio and the predefined strategy, while leaving the final decision to the client.
Securities trading and administration
Execution of client instructions for securities transactions, with faithful order processing and related administration without a specific mandate issued in advance.
Foreign exchange and money markets
Spot and forward foreign exchange transactions, as well as placements in the money market with selection of banking and financial counterparties.
Set-up and administration of trusts
Structuring, advice and the role of Trustee for the organization of assets and their transfer, following a tailor-made approach.
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