Exclusive Wealth
Management Services
Our Wealth Management offerings
By collaborating with international partners and professionals as well as using state-of-the-art technologies, we are able to offer truly holistic advisory services that lead to tailor-made wealth solutions.
Wealth Structuring and Tax support
Our holistic approach enables optimal structuring to safeguard your assets. Only after a thorough analysis of your financial situations and asset goals do we decide which investment structure offers the best solutions for you. You also benefit from our experience in the provision and management of private funds and life insurance policies.
Tax issues are becoming increasingly complex today and new framework conditions are a challenge for everyone, especially if you are resident in a foreign country or own property or have financial investments abroad. With our advice, you can be sure that your tax matters will be handled in accordance with the regulations and in your best interests.
Strategic Asset Allocation
Our approach to investment strategy and structuring a portfolio has its own philosophy: to provide the most appropriate asset allocation we do not do traditional stock picking, but develop tailor-made wealth solutions based on clear risk-return profiles as well as specific KPIs adapted to your individual time horizons, objectives and requirements.
The focus of our strategic asset allocation is on consistent long-term results (endowment style). This is based on agreed investment objectives and aims to generate lifelong, sustainable and secure returns. Once implemented, we carefully monitor the chosen strategy and adapt it along the way in order to provide a consistent investment approach.
Investment Financing
We also offer you a range of financing solutions that are collateralised with your portfolios and assets, so you have the opportunity to flexibly finance your liquidity needs. Our core solutions include Lombard loans and mortgages.
State-of-the-Art Risk Management
As a fundamental element of the advisory and investment process within our Wealth Management services, you will benefit from state-of-the-art risk management and portfolio analysis powered by Aladdin (Asset, Liability, and Debt and Derivative Investment Network), the risk management platform from our international partner BlackRock.
Our risk management involves the identification and analysis of risks as well as market factors exposures. Additionally, it enables us to perform simulations of various economic and future market scenarios to assess potential risks and challenges in a planned portfolio strategy.
Digital Wealth Management
We are able to offer you a highly advanced wealth management platform. This multi-services interface provides a 360° view on your investments, access to market, investment and research information from Vall Banc, communication with your personal wealth advisor, remote receiving and authorising of investment proposals, and transactions.
