The core activity of SPI Management SA is wealth management, i.e. asset management for private individuals and companies. This includes services such as asset management, investment consulting, financial advisory, tax & legal planning, family office and real estate. The company offers its clients independent and individual solutions to manage, protect and increase their assets.
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Industry:External Asset Management
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Portfolio structure, investment strategy and asset allocation; portfolios managed and optimised on the basis of a risk profile through selected custodian banks.
Financial Advisory
Mandate specifications, account opening support and due diligence preparation; coordination with custodian banks and assistance in choosing the most suitable bank.
Investment Consulting
Assessment of investment targets before capital allocation; support based on information analysis for investment decisions and returns.
Family Office
Wealth and family services for present and future generations; support around family needs, heritage transfer and long-term planning.
Real Estate
Support for financing and transaction structuring, including credit lines, asset-backed debt, residence permits, legal and fiscal supervision, and exclusive deals.
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