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Wealth
Management

Every client's financial goals and risk tolerance are unique. Our Wealth Management services are designed to create and maintain customised investment portfolios that cater to your individual needs.

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Wealth Management

We assess your entire financial picture and create a roadmap to help you achieve your short and long-term goals. Our expertise lies in offering both discretionary and advisory mandates, as well as Wealth Supervision that focuses on broad asset allocation. By leveraging our Consolidation services, we ensure a comprehensive and transparent approach to managing your wealth.

Our framework

Our portfolio managers implement customcrafted
strategies across global markets and asset classes.


Our IT system allows for close monitoring of the portfolio and provides visibility into the global asset allocation. This facilitates the identification of trends and opportunities,
while enabling swift responses to market changes.

 

We provide clear and comprehensive reports, explaining portfolio performance, market trends, and our strategic insights. These interactions also serve as a forum for
revisiting and, if necessary, readjusting the initial objectives and strategy.

Our Investment expertise

  • Multi-asset allocation: equities, bonds, real estate/REITs, commodities, alternatives, FX

  • Specialisation in Asian markets (Japan, ASEAN, India)

  • Research centre and tool development: macroeconomic analysis, security analysis & financial models, quantitative tools

  • Fund specialists focused on third-party fund selection

  • Alternative asset classes: hedge funds, private equity and debt

  • Investment taxation

Wealth Supervision & Consolidation

We understand that wealth management extends beyond bankable assets. Our internally developed IT system encompasses the complete asset landscape of our clients. By offering a snapshot of both bankable and non-bankable assets, we ensure a comprehensive understanding of your wealth.

This global approach provides us with the ability to assist you in the supervision of your overall financial situation, allowing for efficient adjustments to your asset allocation.

Multi-Custodian Consolidation

Analysis of the securities portfolio of multiple custodian banks across different jurisdictions.

Modular and customisable value-files
 

Since wealth situations differ, we are able to define in a targeted and personalised manner the allocation of various investments in asset classes corresponding to your objectives and wishes.

Personalised reporting

 

We provide customised reporting, including non-bank assets for instance, tailored to the most specific needs of UHNWI clients.

Institutional Management

Our expertise and strenghts

Continuous monitoring of regulatory changes, coupled with over 30 years of experience in the financial and
administrative support of pension funds, allows us to manage our employees' pension funds in-house.


A structured and rigorous investment policy, in line with regulatory requirements, but also with our clients' expectations of returns.


Top Invest, a long-standing and proven management tool in constant evolution, is dedicated to the monitoring and
management of large pension funds.

Our target clients

Pension funds, family or charitable foundations, companies with significant cash flow, or any form of non-profit client that needs to present management benchmarked against defined indices or bespoke composite benchmarks.

Entrepreneurs, professionals, and independent workers having invested all their energy and savings in their
business and who have not planned for their retirement or who look for tax optimisation.

An investment in knowledge pays the best interest.

BENJAMIN FRANKLIN

Get in touch

We are based around the world. Find your most suitable office or get in touch, and we will get back to you as soon as possible.

Switzerland   

UAE   

Luxembourg 

Mauritius 

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Other services

In addition to our core activity of wealth management, we have diversified our competencies and offering. 

Wealth Management

Specialised entities within the group provide services that successfully integrate wealth management and corporate services with legal and tax advice, as well as IT and real estate.

 

Our aim is to provide services tailored to our clients’ requirements, and allow them to discover new investment and business opportunities, with the overall objective of helping them grow and thrive.

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