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Wealth Advisory
The most important assets are the result of a life of dedication, resourcefulness, and creativity. They are the physical representation of immaterial legacy. The Asset Management Advisory service was designed to guide the non-financial investment decisions such as asset structures, real estate, or artworks.
Scope
Monitoringencompasses all the essential information on the composition and management ofassets.
Customisation
The provision of AssetManagement services begins with the integrated and overall analysis of the Client’sassets.
Tax and legal monitoring
Tax and legal frameworkof corporate, commercial, family or succession relations.
Diversity
In the acquisition,maintenance or transfer of ownership of assets, whether real estate, artworks,classic cars, or other non-financial assets.
Wealth Advisory Services
Asset structures
Advice on capital structure, corporate strategy, and support in the establishment and governance of family offices.
Real Estate
Global asset analysis to identify opportunities for investment or disinvestment in real estate.
Other non-financial assets
Advice on investments in non-financial assets, e.g. works of art, classic cars, with high yield potential.
Corporate
Support to corporate restructurings, capital raising, risk hedging and financial brokerage.
Private Banking Exclusive Contact
Hours: Monday to Friday, from 09:00 to 19:00.
Cost of calling the national fixed network.
