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TRUST
CONFIDENTIALITY AND
30 YEARS OF SERVICE EXCELLENCE

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TRUSTS
FINANCIAL ENGINEERING AND
ASSET MANAGEMENT

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SUCCESS FACTORS
ADVISING PHILOSOPHY
SWISS FINANCIAL MARKET

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  • Asset Management

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    On account of our independent nature, clients can get access to an asset management service which is diversified in both, institutional structure (custodian banks) and investment portfolio.

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  • Trust Services

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    We, at Swissinvest, help organize succession and inheritance planning based on family and asset structures. We take care of the incorporation of companies, and the establishment of family foundations and trusts.

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  • Corporate Finance

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    We advise in the structuring of business merger and acquisition transactions and capital rounds. We conduct tax analysis and tax burden optimization and corporate financing among other services.

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Daily Report

Get access to the daily report prepared by Swissinvest with the market and stock exchange data most useful for decision-making. It includes market value information and the latest news of the industry.

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Weekly Report

Get access to the weekly report prepared by Swissinvest with the market and stock exchange data most useful for decision-making. It includes market value information and the latest news of the industry.

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