Independent Wealth Management
Your Partner for Global Investments
Global markets are full of investment opportunities but without the right skill set, assets can be exposed to a wide range of risks. The best way to navigate this vast ocean is to have an experienced team by your side
Reasons for Expanding your Portfolio Globally
+ Diversification
Exposure to different regions, currencies and industries to have a better asset allocation
+ Liquidity
International markets are far more liquid than the local ones
+ Performance
Access to the best performing products throughout the globe
+ Wealth Planning
Benefit from succession and tax planning
+ Asset Classes
Global markets offer a wide range of opportunities and asset classes
+ Open Architecture
Access to best-in-class managers and top-tier institutions
+ Global Opportunities
A wide array of asset classes, regions and exclusive private deal opportunities
+ Account Opening Support
Liaison with the banks with full support of our team
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+ Portfolio Strategy
A customized portfolio strategy that suits your wealth and long-term goals
+ Investment Advisory
Advice from a senior investment team on global investment opportunities
What We Offer
Private Banking Legacy
30+ years of experience in the industry
Managed the prestigious Banque Safdié in Geneva
Ran a portfolio of over USD 7bi at the bank
Board at the Swiss Wealth Management Association
House and partners research
A personalized dashboard with real-time data
Breakdown of the performance of the portfolio by regions, classes and currencies
Consolidated report of the wealth’s evolution and portfolio transactions