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

Monitoring encompasses all the essential information on the composition and management of assets.

Customisation

The provision of Asset Management services begins with the integrated and overall analysis of the Client’s assets.

Tax and legal monitoring

Tax and legal framework of 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

Opening hours: Monday to Friday, from 9 a.m. to 6 p.m.

Contact

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