SERVICES
A range of services to meet all your needs
Alongside financial and wealth advisory for private investors, we have developed a range of services dedicated to entrepreneurs and businesses.
SERVICES
Management and Advisory for assets deposited in Switzerland
Do you want to deposit your capital in Switzerland?
In accordance with the regulations in force, we offer you management of assets deposited in a registered account opened with Banca del Sempione SA.
SERVICES
Discretionary Service
Cutting-edge discretionary solutions
We redefine the traditional concept of wealth management.
Depending on your needs and aspirations, you can choose between the Multi-Line Management Mandate and the Personalized Management Mandate (MGP).
We manage your savings methodically, with attention to detail, risk mitigation and a focus on sustainability.
SERVICES
Advisory Service
Beyond financial advice
Our process begins with listening carefully to your needs: we give you the time it takes to get to know your story and understand your perspectives and your goals.
All designed to create a tailor-made service for you.
SERVICES
Execution Only
Your decisions, with complete freedom
If you are seeking autonomy and freedom of choice, our Execution Only option is the right one for you. In any case, our advisors will continue to stand by your side to monitor your portfolio and advise you of any risk or highly complex situations.
SERVICES
Additional services
A package of services to suit all your needs
As well as investment management, we offer a full range of services to meet all your needs in the private realm.
Do you want to learn more about our services or discuss your financial needs?