Exclusive Wealth
Management Services

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 Advisory

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.

Succession Planning

We advise independently and with foresight to provide you with all the information you need to safely pass your wealth on to the next generation. Our expertise in estate planning and our cooperation with renowned partners creates a reliable orientation in this responsible undertaking.

Customised Strategic Asset Allocation

Our approach to investment strategy and structuring a portfolio has its own philosophy: to provide a 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). It 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 a range of financing solutions that are collateralised with your portfolios and assets, which gives you the opportunity of flexible financing your liquidity requirement. Our core solutions include Lombard loans and mortgages.

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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 of our international partner BlackRock.

 

Our risk management involves the identification and analysis of risks as well as market exposure factors. Additionally, it enables us to perform simulations of various economic and future markets 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.

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Independent Financial Advisors

We also offer our wealth management framework and platform to external independent financial advisors who work with us to complete and support their services to clients.