Family office and asset consolidation services since 1998.
Asset consolidation services are also available to institutional clients.
Private Client Partners has more than 20 years' experience in family office and asset consolidation services.
- Assessment of client requirements and financial analysis
- Strategy implementation, reporting, monitoring and ongoing adjustments
- Family wealth management, covering the family’s risk profile, investment horizon and investment objectives
- Management of assets held with banks and elsewhere
- Consolidation of all wealth-related information
- Automated interfaces with various Swiss and foreign banks
- Management reports and securities accounting
- Long-term capital preservation while ensuring a regular income
- Investment process management
- Administration, payment transactions and documentation