Wealth and Asset Management
We have been providing financial advice and we have been managing our clients’ wealth and assets since 1972. We are members of SAAM, the Swiss Association of Independent Asset Managers. Our goal is to protect our clients’ assets while maximizing their investments’ returns.
We operate independently and strictly avoiding any conflicts of interest. We enjoy strong partnerships with the most important custodian banks, where we open our clients’ accounts. We pay the greatest attention to the assessment of our clients’ risk profiles. Our goal is to achieve the best possible results in full respect of the risk parameters chosen.
Thanks to the experience acquired over many years, we provide a full range of services on wealth and asset management. We offer bespoke solutions in line with our clients’ risk profile and goals.
Being part of the WMM Group allows us to take advantage of important synergies within the tax and corporate advisory, business services and Real Estate, whose benefits directly extend to our clients. All this thanks to the professional skills of 50+ specialists and staff.
Together with our clients we choose the investment strategy which is best suited to their risk profiles. The investment choices and the portfolio management activities are delegated to the consultant.
The client wants to be in the position to personally take investment’s decisions. Investments’ proposals must be endorsed by the client prior to implementation. The client can make his own decisions due to the fact that the consultant has been providing him with the relevant information and analysis.
The consultant provides the client with investment proposals, market and scenario analysis and financial products’ evaluations. The clients can directly implement the solutions they like best.
We prepare, suggest and implement bespoke investment proposals upon our clients’ requests and particular needs.
Thanks to our feature PMS managing software, consolidated balance sheets concerning banking relationships in different banks are provided in real time and at an any time. Our clients are thus enabled to constantly monitor their exposures both relating to currency and the different active positions. It’s an essential service for risk monitoring and evaluation, which also allows us to act immediately when needed.
Thanks to our professional skills and the regular use of risk management software, we perform a complete portfolio risk analysis anytime this is requested.