The core activity of Zacharias AG is wealth and portfolio management for very wealthy private individuals (UHNWIs) and companies, including the creation of tailored financial solutions, risk management and asset management.
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Industry:Funds & Investment Companies
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Asset management on a discretionary basis in the context of complex cross-border structures; with a focus on liquidity needs, legal jurisdictions, risk control and long-term objectives.
Banking relationships and structuring
Support in setting up and maintaining banking relationships in Switzerland and other banking jurisdictions; coordination in complex ownership structures and international frameworks.
Corporate Finance
Structuring and placement of financing solutions, debt issuance and asset securitization; including coordination of legal, regulatory and placement aspects.
Insurance structuring
Advice on the use of insurance-based solutions, including private placement life insurance, as an element of a broader wealth structuring framework.
Alternative investments
Access to selected investment opportunities via alternative asset classes, integrated into the respective portfolio and the client’s overall structure.
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