Services

After assimilating the details of your family contour and the facts about your assets, residence, legal, tax and operational environments, we define and implement your strategies in the fields of asset building, asset diversification, holding structures, and wealth planning.

We help you organize your banking relationships, negotiate their operational and fee conditions, and follow and consolidate the portfolios for which you have eventually granted third-party asset management mandates. Our network and our intimate knowledge of Swiss and international players in the field of banking and finance also enables us to select your new banks and asset managers through a rigorous call for proposal.

We have developed tools to process your bills and manage the costs inherent to the maintenance of your family assets and consolidate the latter.

Affected to these missions since the beginning of our history, we offer you our vast experience on a vast spectrum of different family situations.

To landmark our commitment by your side even further, we can additionally offer to act as board members or principals of your private holdings or family foundations as well as executors or trust protectors.

To orchestrate, explain, and reassure, we are an intergenerational link, the living memory of your family assets.

Having been exposed to the diversity of our family clients' assets for many years, we are today active in all private and public markets. We search for and identify opportunities in real estate and collectables assets and investigate possible industrial, commercial and land/forestry transactions to diversify and add value to your family assets.

Opportunities at times also come from your end; we offer to help you seize them, extending our role to possibly invest alongside you, raise third party equity among our existing family clients and organise banking financial facilities.

We reckon the merits of the many funds offered by our competitors in the field of private equity, participation and real estate. Still, from the beginning, we have favoured direct investments as they provide us with better asset control and offer a greater degree of transparency and the reasonable cost structure we aim for.

On the contrary, for venture capital transactions, as they require a lot of deal flow for a reasonable degree of diversification, we prefer to steer you towards existing vehicles or private partnerships.

Our portfolio management team deals with any and all listed assets and manages your accounts according to your investment objectives and constraints.

Our services include a comprehensive assessment of your financial situation, goals, and personal preferences.

Through detailed risk and performance modelling, we can help you understand the risk/return trade-offs you are facing so you can easily find the optimal solution for your wealth.

Our state-of-the-art portfolio management and risk management software, as well as our proprietary analytical toolbox and extensive financial databases, provide us with the means needed to construct an efficient, customized solution that lives up to your high expectations.

Our experienced Investment Committee possesses in-depth expertise in Multi-Asset Investing, Single-Stock Selection and ESG Investing through years of research. Of course, we follow the markets and economic environment closely and are happy to consult you anytime.

Our offering is complemented by exclusive opportunities in Private Equity, Private Debt, Venture Capital, and Real Estate sourced through our network and selected niche strategies managed by our sister company W Capital Management Ltd.

We count among the very few independent financial firms to access an aggregated consolidation software whose architecture is also used by some of the most important Swiss banks.

Our PMS system is the cornerstone of our financial communication with our family clients. It is a fully integrated program of portfolio analysis, consolidated reporting, detailed performance computation, as well as constraints and cost control, which operates on the basis, among others, of the encrypted information that we receive daily from your custodian banks. Of course, your non-listed assets also have their place in the system. At all times, either through us or directly via the internet, you have access to a comprehensive and reliable dashboard that empowers you to follow your global assets' evolution and performance and any of its components.

Technology and financial analysis are an absolute necessity for a human-size Family Finlab like ours. We are dedicating a significant part of our budget to it, but no matter what, our internally developed software is support for decisions that, in the end, stay under human control; we do not engage in black-box asset management strategies.