eFINSTOY Mandate

eFINSTOY Mandate

This type of mandate is designed for clients wishing to use an innovative and efficient solution for the management of their assets using quantitative management (FinTech) with an ongoing risk control.

Discretionary Mandate

Discretionary Mandate

This type of mandate is designed for clients wishing to delegate the management of their assets to our team.

Planning

Planning

Taxation is one of the main pillars of wealth management.

Through our partnership with lawyers, tax specialists and fiduciaries, we support our clients for the following services:

Planning and tax optimization of wealth
International succession
Relocation
Taxation of sportsmen and artists
Double-tax treaties
Intercantonal taxation
Preparation of tax declaration
Retirement planning