The core activity of SPG Swiss is wealth management and consulting. The company offers services related to the management of assets and the consulting of clients in financial matters. As a member of the Swiss Association of Asset Managers (SAAM) and regulated by the SRO of AOOS, SPG Swiss specializes in asset management and the provision of services in the field of wealth management.
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Investment advisory, monitoring and consolidation of asset matters, selection of top-tier domestic and international banks without conflict of interest.
Succession and financial security planning
Succession planning and financial security planning for the long-term arrangement of assets, structure and coverage.
Tax advisory and tax planning
Tax advisory, tax planning, tax calculation and support with reporting and payroll accounting.
Company incorporation and company administration
Incorporation and management of companies in any jurisdiction, including operational support for structure and execution.
Financing and transaction advisory
Advisory and support for project financing as well as for M&A, IPOs, syndicated loans, Eurobonds and forfaiting.