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TASK WEALTH MANAGEMENT SA

Summary

About the company

TASK WEALTH MANAGEMENT SA is a wealth management firm offering discretionary portfolio management and financial advisory services. Its services include personalised portfolios, evaluation of depository banks, analysis of banking charges, assessment of fiscal effects, account supervision and periodic consolidated reporting for local and international clients.

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Products & services

Industry:External Asset Management

✓ Offered3

Discretionary wealth management

Discretionary wealth management and tailored investment mandates, with constant monitoring of the strategy, risk profile, return objectives, and a personalized asset allocation.

Investment advisory

Tailored investment advisory for local and international clients, with definition of the risk profile, return objectives, tax analysis, and consolidated periodic reporting.

Supervision of bank accounts

Comprehensive supervision of clients’ bank accounts, with ongoing monitoring, assessment of the custodian bank, analysis and reduction of banking fees, and consolidated periodic reporting.

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TASK WEALTH MANAGEMENT SA

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TASK WEALTH MANAGEMENT SA

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