Comprehensive Financial
Services
Customized Solutions Powered by Swiss Precision and Independence.
What We Do?
We are connected to the traditional Swiss Private Banking.
The personal trust between the customer and us forms the basis of the relationship.
Discretionary Mandates
With a discretionary mandate, our clients task us with managing their portfolio and according to their personal preferences and risk appetite.
Portfolio Health Check
An independent and discerning assessment of your investment portfolio is particularly important in times of great economic uncertainty.
Discretionary Mandates
With a discretionary mandate, our clients task us with managing their portfolio and according to their personal preferences and risk appetite. Prior to any investment activities, we detail with our clients their personal financial goals and requirements and define a profile and portfolio that meets their objectives. In an iterative process, portfolios are continuously adapted over time to suit the evolving personal situation of our clients.
Portfolio Health Check
An independent and discerning assessment of your investment portfolio is particularly important in times of great economic uncertainty. Our investment experts conduct a rigorous reality check of your portfolio using proprietary tools and analyses.
As a result, you receive concrete, easy-to-implement recommendations on how to optimally align your investments and reduce costs in the process.
Advisory Mandates
With a SwissGlobal advisory mandate you make your own investment decisions, but benefit from our analyses, market assessments and recommendations. All transactions are carried out solely subject to the client’s consent.
Your Benefits
- Personal advice
- You gain access to a large investment universe and benefit from low-cost investment products and reduced transaction fees
- You receive the highest level of transparency in terms of benefits, recommended investment products, performance and fees
Family Office Services
With a Family Office Solution from SwissGlobal AG you delegate to us a large part of your financial business for monitoring and optimization. With the help of our broad experience we aim to facilitate your vast task of effective financial planing.In a first step we analyze the strategic challenges you are facing. Then we develop for you suitable strategies and implement them accordingly.
Together with our external specialists we offer you following services:
- Inheritance Planning
- Financial Planning
- Asset Structuring
- Budget & Cash Flow Management
- Real Estate Management
- Relocation
- Financing
- Securities and Personal Accounting
- Consolidation and Reporting, incl. Global Custody Solutions
- Swiss company formation and administration
Looking for an Experienced Financial Consultant?