TELOMERE HOLDING SA offers wealth management, financial planning and family-office services for private clients. Its activities include portfolio construction, long-term financial planning and published market commentary.
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Products & services
Industry:Holding Companies
✓ Offered3
Wealth management
Wealth management for private clients, active management of investments, development of investment strategies, selection of assets, monitoring of risks and consolidated reporting.
Financial planning
Long-term financial planning, individual provision, succession advice, monitoring of the financial, tax and administrative situation, and solutions for AHV, pension funds and mortgages.
Family office
Family office administration, family governance, financial planning for family assets, consolidated reports, support for operational management and advice on philanthropy.
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