WHO ARE WE?
SLG Wealth Management is an independent asset manager and multi-familly office company regulated by OAR-G under the control of FINMA (Authorization n ° 1185).
Our team has more than 50 years of experience in wealth management and financial services.
Founded by experienced former private bankers who have decided to provide to their client’s high-level services and independent and customized financial solutions.
We are at your side to protect all aspects of your wealth. SLG Wealth Management has no conflict of interest with its business partners or customers.
Our investor choices or our advice are guided exclusively by the interests of our clients.
We manage the assets of our customers in a third part agreement that mean the assets of our clients are in a custodian bank that we choose with the client.
With our experience, we’re established quality professional contacts with various experts in the different areas of the wealth management (investment funds, law firms, real estate agencies, notary public…) at the international level.
Our objective is to advice and serve clients the long path in order to provide on accompaniment for a transition transgenerational.
We are already registered with a number of leading depository banks in Switzerland and can accompany our customers in all aspects their wealth in Switzerland and internationally.
INTERNATIONALLY FOCUSED WITH STRONG BASES IN GENEVA
Diversity
Breakdown of cross-border private assets under management by region, in percent, based on customer domicile.
Security
Almost half of the assets under management come from abroad.
Switzerland : leader
The swiss banks manage around 27% of global assets managed cross-border.
Extensive experience in international wealth management
Assets under Management for domestic clients 2018. By segment, investible assets (cash, deposits, securities).
Protect your privacy
The internationally managed private assets have increased by CHF 300 billion from 2013 to 2018.
Political and legal stability
The swiss financial center : closely interconnected.
CORE VALUES
Trust
With a family focus, we advise our clients over time, their assets not being managed operation by operation but from generation to generation. Therefore, we are not guided by short-term considerations, our goal being to support our customers in a trans-generational way.
Independence
Our philosophy is based on the total independence of our work. Our income comes 100% from fees agreed upon with our clients. We do not have any retrocession from banks, advisors, suppliers or others that are not disclose to the direct.
Transparency
Each wealth advice we propose is guided exclusively in the interest of the client.
Know How
Our multidisciplinary team has acquired more than 50 years at the service of the wealth of our clients on an international scale.
Efficiency
Like a bandmaster, we help our client maximize synergies between the various advisors and providers working for their assets.
Confidentiality
Tax transparency does not mean the end of banking secrecy, which is always protected in several countries in order to preserve the integrity of the family and its wealth.
International
Today more than ever, our clients and their heritage are facing international challenges, which is why we offer them suitable cross-border solutions.
Read more about our core values
Donations strategies
Foundation to grant scholarships and subsidies
Gifts during lifetime
Life insurance
Inheritance planning
Business succession planning
Continuity of the Company
Premarital agreements and wills
Tailored-made investment solution
Independent
No conflicts of interest
Risk capital
Investment strategy and asset allocation
Consolidated reports
Investment advice
Family assemblies
Family protocol
Family council
Building of societies
Family Shareholdings
Trust
Cancellations Services
Real estate managements
Planes and yachts
Relocation abroad
Tax returns filings
Real estate management
Planning of double taxation treaties
News and Tailored-made experiencies
BALANCE SHEET AND INCOME STATEMENT
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SOFTWARE DEPOSIT AND VERSION MANAGEMENT
A version control system is responsible for managing changes to data in a repository. This can include code, websites, documents, or any other collection of information. […]
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THE HEALTH INSURANCE SYSTEM IN SWITZERLAND IN BRIEF
Health insurance: the Swiss exception Health insurance, which is compulsory in Switzerland, is governed by the law on the LAMal (law on health insurance). Anyone who […]
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YOUR CUSTOMIZED INVESTMENTS 2: ACTIONS AND BONDS
What are stocks and bonds used for? Issuing stocks and bonds allows companies or states (through bonds) to acquire new capital. This can be useful for […]
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