Sede principale: Corso Elvezia 14 - Lugano
+41 (0)91 922 57 48
Amministrazione: Corso S.Gottardo 54c - Chiasso
+41 (0)91 630 07 21

Asset and real estate management

Slide background

  • Family Office:
    Overall management of the assets, securities, real estate and valuable assets;
  • Opening accounts in Switzerland and abroad:
    Support by opening and administering the accounts. Managing e-banking relationships;
  • Investment proposals:
    Determination of investment objectives and tailored asset allocation;
  • Discretionary management:
    Personalized management with opportunities on the European and Asian markets;
  • Consolidated and monitoring:
    Asset valuations of the various investments and control of operations and fees charged by banks and providers.