Your residence: United Kingdom
Your interests:
Capital preservation and capital gains, Tax optimization, Estate planning, Relocation of primary residence
Asset management or consulting mandate
The client can leave the daily investment decisions that match the investment profile up to swisspartners (asset management mandate) or personally make transaction decisions together with a professional client relationship manager (consulting mandate). After the client’s strategic needs have been defined, the next step is to select the suitable investment instruments and tactically implement the transactions. Our services include the consolidation of assets originating from different business relationships as well as of asset classes such as real estate, participations, art, etc.
Active tax optimisation sustainably increases long-term returns
To implement a tax-optimised investment strategy, it is also possible to create added value with customised investment products of appropriate durations and regulatory implications. On request, we will counsel clients in consultation with their tax consultants in the UK.
An optimised, long-term asset structuring approach within the scope of sustainable successorship
A circumspect analysis of needs in asset management necessarily includes the long-term alignment of individual investments with the next generation’s interests. Accordingly, the assessment of yield objectives and risk capabilities must also take into consideration the next generation’s situation from the financial and fiscal points of view.