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DirectoryFinance & InsuranceExternal Asset ManagementVésenazV3 Capital Advisors Sàrl

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V3 Capital Advisors Sàrl

Summary

About the company

V3 Capital Partners LLC is engaged in financial services, particularly in capital investments and asset management.

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Offering

Products & services

Industry:External Asset Management

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Strategic wealth planning

Strategic wealth plans based on a Life Audit, reviewing holdings, aspirations and objectives; aligning assets, risk exposure and future decision-making with personal goals.

Trusted representative service

Trusted representative for financial matters, monitoring banking and investment arrangements, reviewing contracts and paperwork, and handling account administration and related tasks.

Investment advisory and monitoring

Pro-active investment advisory, sourcing investments and managers, tracking portfolios, and proposing strategy changes as circumstances or markets change.

Consolidated wealth reporting and digital client access

Consolidated reporting, portfolio commentary and market commentary through the V3 app and client portal, with 24/7 access to a consolidated view of financial positions.

Estate planning and succession solutions

Estate planning and succession solutions, including assistance with legal structures such as companies and trusts, plus sourcing suitable insurance policies.

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Location

Hier entsteht die Karte

Chemin du Vieux-Vésenaz 3 a

1222 Vésenaz

At a glance

Legal form: Limited Liability Company
UID: CHE-116.225.433
Founded: 2010 · 16 years
Last commercial register change: November 27, 2024
Employees: 1 to 10

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