Financing advisory
Are you considering buying a property for your own use or as an investment for renting out? Or do you wish to refinance an existing mortgage? We’ll be with you throughout the whole process.
Swiss mortgages
Independent, seasoned advice
As wealth architects, we take into account all your circumstances, come rain or shine.
Bespoke solutions
We design and instigate structured, tailor-made financing solutions.
Flexibility
Flexibility is central to our planning.
Does your business need a cash advance or financing solutions to grow to its next stage? Or are you thinking of acquiring another company? If so, we can select the best partners to support you.
Corporate finance
We propose business partners offering the best financing solutions.
Senior business loans
Senior loans are a term funding solution for well-established companies with a long track record of solvency.
Mezzanine business solutions
Mezzanine solutions can be used by companies with senior debt liabilities to increase working capital or to fund a specific growth project.
Mergers and acquisitions
We can also advise you on how to fund acquisitions or corporate takeovers.
You hold a securities portfolio that is either concentrated or illiquid, or both. You’d prefer it to generate cash but without having to sell your assets. Or maybe you’re considering diversifying investments or want to take advantage of new opportunities. To do this, we offer a range of possibilities.
Securities portfolio financing
We have access to a variety of identifiable lenders active in financial markets, both traditional and alternative. We vet potential candidates to ensure that all lending arrangements are consistent with our ethos and practices. Several solutions are available.
Lombard loans
Designed for diversified securities portfolios, Lombard loans free up funds for new investments or other projects away from financial markets.
Loans for concentrated or single-security portfolios
Loans for concentrated or single-security portfolios are used to finance the diversification of a portfolio with a single major issuer or for the partial or total reinvestment of the portfolio’s value.
Our customised solution
Independent, seasoned advice
As wealth architects, we take into account all your circumstances, come rain or shine.
Bespoke solutions
We design and instigate structured, tailor-made financing solutions.
Flexibility
Flexibility is central to our planning.
Advisory mandate
Even more than providing a comprehensive suite of wealth management services, we seek to build a privileged relationship with each of our clients aimed at fully achieving their objectives.
Discretionary investment mandates
By signing a discretionary investment agreement, you hand over the management of your investments to us.
Tax and estate planning
Wherever you live or wherever your assets are located, we can help you find and implement solutions tailored to your individual circumstances.
Financial and retirement planning
Whether you’re employed or self-employed, financial planning and occupational pension provision are essential to protecting your assets and funding your retirement, or providing for your loved ones in the event of death or disability.
Family office services
We help you and all your family members manage and administer your family wealth from a holistic perspective.
Multi-bank consolidation services
Wherever your assets are held, we offer an integrated solution that brings them all together in one multi-bank consolidation resource.
Property services
Buying, selling, financing and managing property assets requires expertise and outside help. Our property specialists can help you attain all your objectives.
Mergers and acquisitions
You manage your own business and plan to acquire a competitor, or plan to sell your business or pass it on to the next generation. We’ll select the best advisors to support you every step of the way.
