Swissprivate AG is an independent multi-family office providing holistic wealth advisory services to families, private clients and foundations. The firm develops tailored investment strategies, assists with implementation and oversight of asset management, and produces consolidated reporting while acting independently of banks and asset managers.
AI-generated
Offering
Products & services
Industry:External Asset Management
Outbound Leads by COHAGA
Looking for direct email addresses and phone numbers?
Leadhub delivers verified contact details and decision-makers from over 750,000 Swiss companies — management, procurement, marketing, HR.
Comprehensive, tailored and independent advice for the overall wealth of families, private individuals and foundations; analysis, strategy development, implementation, monitoring and consolidated reporting.
Investment strategy advisory
Analysis of the wealth situation, definition of an individual, comprehensive investment strategy and strategies for specific asset classes, as well as support throughout implementation.
Implementation support and coordination with banks
Support in implementing the agreed investment strategy, optimizing management costs with partners and assisting with the selection of suitable partners.
Continuous monitoring and reporting
Monitoring of implementation by the bank, early identification of the need for action, and transparent, clear reporting on total wealth, performance, results and costs.