Portfolio management

Managing portfolios is our core business.

  1. Compiling your investment profile

This lies at the very core of our work. We take the time to get to know you so we can decide on the following key aspects:

-   Your risk tolerance (conservative – dynamic),

-   Your investment horizon (maximum time limit for a financial investment),

-   Your income needs and your future cash flows.

Once the risk profile of our client has been implemented, we can formulate an investment strategy that best suits your own personal and family circumstances.

  1. Investment style

Our clients’ portfolios are all different. They are all made to measure.

We build your portfolio based on your investment profile.

We make use of not only direct-line investments in shares and bonds, but also specialised investment products focused on regions and sectors. The search for the best cost/benefit trade-off determines the final choice of instruments we use.

We are free from any conflicts of interest and only pick those investment products best suited to meet your needs.

At GAWM, we make no claims to master every skill involved in investment. That is why, whenever necessary, we consult with our expert partners to find the solution most suitable for you. This is the case with real-estate investments, alternative management and structured products.

Our Multi-Family Office services

Alongside wealth management which forms our core business, our Family Office business covers the following array of very diverse services:

-   Estate and succession planning. We strive to protect, safeguard and pass on your estate optimally and in accordance with your wishes. To do so, we use instruments and structures like trusts, foundations, holding companies, life insurance and relocation.

-   Personal assistance and concierge service. This can include paying bills, drafting correspondence, second-home maintenance, gardening, providing a car and chauffeur, enrolling a family member in a school abroad, etc.

-   Family governance, including family meetings and family mediation, etc.

-   Business development, such as setting-up of companies, business transfers, real-estate projects, financing and search for partners, and access to networks.

-   Charities and philanthropic activities: setting-up of not-for-profit or public-benefit charitable trusts and foundations, and event organisation.

Geneva Asset & Wealth Management SA

Rue du Marché 18
1204 Genève


Tél: +41 22 810 35 50
Fax: +41 22 810 35 60

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