XO Investments SA provides wealth management and investment advisory services to private and institutional clients. Its offerings include portfolio management, pension planning, ALM, risk management and governance advisory.
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Industry:Holding Companies
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Wealth management for private clients
Wealth management, investment advice and advice on retirement planning for private clients, including selection of the custodian bank and risk management.
Services for institutional clients
Investment advice and wealth management services for pension funds, insurance companies, businesses, organizations and foundations.
Services for institutional clients
ALM, investment advice, specialised wealth management, diversified wealth management, risk management and controlling, governance and portfolio management.
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