Wealth Management
Intesa Sanpaolo Wealth Management Suisse's teams are fully dedicated to managing the portfolios of private clients, whether they are entrepreneurs, executives, pensioners or private investors. By drawing on the full range of Intesa Sanpaolo Wealth Management Suisse's competencies, they devise tailor-made investment solutions that are adapted to the evolutions of financial markets and to the individual characteristics of each client.
A highly personalised approach
Intesa Sanpaolo Wealth Management Suisse offers highly personalised portfolio management services, based on an in-depth understanding of each individual client’s personal and professional parameters. To achieve this goal, Intesa Sanpaolo Wealth Management Suisse portfolio managers carry out a detailed analysis of each client’s risk profile, investment horizon, personal circumstances, and sustainability preferences before proposing asset allocation solutions which correspond precisely to these criteria.
A full range of products and services
Intesa Sanpaolo Wealth Management Suisse’s clients can choose between discretionary management, advisory or execution-only services. Portfolios are constructed according to each client’s instructions, covering all asset classes traded on developed and emerging markets. Teams dedicated to foreign exchange dealing, alternative investments or structured products provide additional technical expertise. In addition, Intesa Sanpaolo Wealth Management Suisse regularly offers its clients privileged access to private equity and private debt transactions.
Optimising Wealth Management
Intesa Sanpaolo Wealth Management Suisse’s Wealth Management services also include legal and tax analysis, the review and implementation of lombard or structured credit solutions, and the creation of dedicated investment vehicles. Intesa Sanpaolo Wealth Management Suisse’s overall objective is to offer each and every client personalised services that provide a high level of added value in terms of performance, risk management and wealth optimisation.
Wealth Management services
- Discretionary & advisory mandates
- Execution only
- Tailored custody solutions
- Lombard & hybrid credit
- Alternative & private assets advisory (shared function with Asset Management)
- US clients custody & advisory (strictly through REYL Overseas Ltd)
- External Asset Managers
External Asset Managers services
- Dedicated team of experts serving the EAMs
- Access to two booking centres in Switzerland and Dubai
- Connection to the Intesa Sanpaolo Wealth Management Suisse IT platform
More information about Intesa Sanpaolo Wealth Management Suisse