Our tools: an innovative and transparent wealth management

eFINSTOY Mandate

This type of mandate is meant for customers who want to use an innovative and efficient solution for managing their assets using a quantitative management approach (FinTech).

With this mandate our customers benefit from a merger of two basic models of wealth management: classic asset management model (for geographic and sector allocation) with quantitative asset management model (modern solution which uses statistics, mathematics and algorithms) for the selection of investments.

Combining these two models allows us to offer our customers an innovative, dynamic, efficient mandate with extremely attractive costs, while controlling risks in a continuous manner.

Discretionary Mandate

This type of mandate is meant for customers who want to delegate the management of their wealth to our team.

We actively manage the assets and investments of our clients according to their selected investment profile among the following four propositions: defensive, moderate, balanced or dynamic. These investment profiles exist in various reference currencies.

Advisory Mandate

This type of mandate is meant for customers who wish to retain their power of decision while benefiting from the advice of our team.

We contact our clients at the frequency that suits them in order to offer new solutions. We also inform them of any significant change or any maturity in order to adapt their investments to the current situation. Any investment decision is always taken exclusively by our customers.

Of course, our customers can benefit from all of our financial studies and research.

Tax & Legal Planning

Tax planning is one of the main pillars of wealth management.

Through our partnership with a tax attorney firm as well as an accountant firm, we accompany our customers for the following services:

  • Wealth tax planning and optimization
  • International succession
  • Relocation
  • Taxation of sportsmen and artists
  • Double taxation treaties
  • Intercantonal taxation
  • Preparing tax returns
  • Retirement planning

Family Office

The creation of a family wealth is often the result of many years of hard work. In a world of constant change and increasing complexity, preserving the heritage of one or several generations requires a total involvement.

With our Family Office service we help our customers to protect, grow and transmit their family heritage to the future generations.
By applying a global management strategy, we work with our customers on the basis of a family business environment and an institutional approach to investments.
It is our responsibility to coordinate, monitor and apply the demands of our customers in their family business.

Sports Management

Finstoy Sports Management is a service dedicated to sportsmen.

We offer a tailor made service to our clients to support them during and after their sports career. We offer a professional quality service that meets the highest demands. Our main goal is to build a trusting relationship over the long-term with our customers so that they can fully concentrate on their sporting career.

Our services:

  • Administration
  • Sports law
  • Taxation of sportsmen
  • Wealth management
  • Insurance
  • Sponsors and image management