Long-term performance relies on strategic asset allocation and careful tactical maneuvering. With modern portfolio theory as our guide, we seek steady performance and low volatility in the core portfolios we develop. To properly manage the breadth of investment opportunities, we focus on research first – carefully analyzing the global economy, regional distinctions and industry sectors to craft our overall investment strategy.
We are involved in understanding our clients' personal plans to define and develop financial strategies aligned with their long-term goals and objectives. Planning and designing the individual strategy of each of our clients is a fundamental phase in the success of our services.
Investing or advising an investor is our primary mission. We seek for ourselves and for our clients the best investment offers independently of any financial authority or financing organization. We are increasingly looking for long-term investment opportunities. Many of you are looking for solid solutions for your investment and faced with the multitude of offers on the market, we wish to inform you in complete independence about the existence of solutions for diversification and protection of your investment already in place for our clients. . Like investing in real estate funds with a major focus on bonds.
CONSULTING
We offer our clients a professional service to manage their financial investments in the securities markets.
The global economy is constantly evolving and its pendulum swings regularly impact all the world's financial markets. New technologies are invading our daily lives at a breakneck pace and globality has never been so accessible these days. In order to remedy these micro or macroeconomic upheavals and guarantee the succession of your children or your family over several generations, it is imperative to be able to benefit from wealth planning adapted and personalized to your needs in order to compensate for these possible threats likely to destabilize your assets in the medium or long term.
ESTATE PLANNING
Real estate is an important business for our clients. The process of buying a property in EUROPE is very similar to how it is handled in other countries.
Most properties are titled or can be titled, traditional mortgages are available and SWITZERLAND has protection for foreign investors
laws that guarantee standard land ownership rights.
Records of all titled properties can be viewed at the public register in SWITZERLAND, which has online access.
ASSET MANAGEMENT
Assets are there to be protected and grown. That is the premise according to which our team of experienced asset managers work for our clients. The most important aspect for bespoke client advice is a thorough understanding of the client’s respective needs, so that these requirements can be translated into a corresponding investment strategy. We are managing the assets of our clients as if we managed the assets of our own family, establishing a true partnership with our clients.
The very essence of your needs defines our strategies. Asset management is the very heart of our business. We act independently and far from the influence of large
banks or other major players. These values represent the foundation of our company. Our daily lives are increasingly flooded with information that we must evaluate in order to
make the best decisions. It even involves the choice of financial investments and the different investment strategies to deploy in a constantly changing world. In a
such financial environment, in addition to a well-defined management strategy adapted to constantly changing conditions, it is essential to be able to rely on the advice of
demanding, independent and experienced specialists who know the vagaries of the market.
FINANCE
We help you understand your financial strengths and weaknesses by creating income and expense documents so you have a clear understanding of your income flow. Treasury. Your cash flow is the key to financial independence from wealth. We show you how to save by helping you align your current choices with your lifestyle future on your desired financial success. It's not always easy, but it's certainly possible. We help you prioritize and make the right decisions, keeping in mind mind your values and what is important to you. Our ongoing reviews will ensure you are on the right path to financial success. Financial planning is the basis of your financial success. It all starts here. We help you explore your lifestyle goals and dreams and provide you with a plan to achieve them.
