Swiss Finance Partners Group does offer affluent private clients comprehensive wealth management services.
We focus on individualized service via personal advisors. If your specific needs demand it, your advisor may consult with other specialists in our network.Whether your goal is asset growth, wealth preservation or legacy issues, your advisor can call on the support of a broad range of investment products and services.
Through its highly qualified team coming from all corners of the financial world and bringing along with them years and years of experience; as well as its global presence in the main financial centers of the world; Swiss Finance Partners is indeed in an exceptional position to deliver high quality services satisfying even the highest expectations in many fields.
Swiss Finance Partners Group offers wealth management services such as for instance :
Personal service from an advisor, who acts as your permanent contact and embodies our traditional qualities: friendliness, politeness, attentiveness, commitment, willingness to help and integrity.
Services, which take all aspects into account and are combined with wealth management solutions in line with individual needs, thus aspiring the successful development of your assets.
Investment solutions structured in line with the latest research findings.
Swiss Finance Partners is not a bank and we do not take client funds on deposit. Therefore, the client bears no counterparty risk with us, as all funds stay in the client's account with his own bank and as all transactions are indeed made over the client’s account and not through us. We are solely authorzized by the management agreement to manage the portfolio, thus, to give buy and sell orders but not to transfer cash or assets.
Our custodian banks have been chosen carefully, the selection criteria being the organisation’s quality, a sound balance sheet and technical capacities.
Thanks to special agreements with these partners our clients benefit from reduced banking fees. Upon special request, we also manage assets placed with other financial institutions than the ones belonging to our network.
Together with the respective custodian bank we determine the qualified contact person ideally suited for our client. The client alone decides on his bank of confidence.