Better Things for Better Living
We offer a comprehensive, independent investment advice for individuals, families, as well as private and public foundations. Being a part of an institution built on the power of relationships, our team of wealth management experts takes the responsibility of your future seriously and is committed to providing you with the security that you deserve.
As our Wealth Management client, you decide how you want to work with us, choose to manage your own portfolio, or delegate day-to-day responsibility for your investments to us. We can also work closely with Independent Financial Advisers or utilize a Family Office for particularly complex holdings.
Given that you have many demands on your finances and many options for meeting them, our team of wealth management advisors will support you with trusted expertise to help you maintain and nurture your wealth.
Discretionary Portfolio Management
If you prefer to delegate day-to-day responsibility for managing your investment decisions, Discretionary Portfolio Management is the service for you.
The legal framework of discretionary management allows you to delegate the financial management of your portfolio to a team of experienced professionals. If you choose a return profile, you will benefit from an individual reporting process that will enable you to follow and analyze the management of your portfolio and its performance. Portfolios are monitored by specialist managers who are exclusively committed to this activity.
Active Advisory
If you would like to make your own investment decisions, with full access to our research advice along with our highly efficient dealing and execution services, Active Advisory is for you.
The advisory management framework gives you the opportunity to exchange ideas with experts from our team of specialists. You therefore benefit from tailored asset management advice, which is adapted to your profile and the expected return or any other financial goal you might mention.
We offer you advice on a wide variety of products and solutions especially on structured products, with or without a capital-guarantee currency hedging, as well as specific investment recommendations.
Independent Financial Advisers
A full range of services is available for you if you have delegated the management of your wealth to an Independent Financial Adviser.
Our team of specialists is an intermediation and advisory service for private investors who want to be closely involved in the decision-making process for managing their financial assets.
Family Office
If you have a complex network of holdings establishing a Family Office, we can provide the oversight, control, and coordination you require.
To manage the diversity of private and professional assets, the multiplicity and complexity of tax regimes, as well as individual family developments, you need the support and expertise of specialists. Our Family Office team is entirely dedicated to these issues allowing us to develop a reporting process tailored to your needs.
Business Succession and Corporate Wealth Management
Help protect and secure your business and its assets for transfer to the next generation of management or seek to maximize the return it can generate.
By working closely with you, we can develop a customized plan based on your financial goals, risk profile, and investment horizon. We can review your portfolio periodically with you to ensure it stays current and relevant.
Art Advisory
We provide a full range of evaluation, appraisal, collection, building and acquisition, and disposal services to add insight, interest and value to your appreciation of the fine arts.
We are known for our comprehensive knowledge of the art market, with a focus on contemporary artists and 19th and 20th century masters. Art Advisory Services' goal is to develop and advance aesthetically appropriate art programs that endure and retain value.
