We offer a personalized asset management service, which includes:
In some cases we offer conservative in-house asset management services. Our methodology focuses on selecting and weighting securities by fundamental measures. We believe that this methodology provides a lower risk of pricing errors that in many cases are a result of market psychology - which the market corrects over time. Focusing on company fundamentals, and ignoring market expectations, avoids overexposure to bubbles and consequent market corrections.
We offer a range of cash management services including project cash management and business cash management, allowing clients to balance the timing, location, currency and amount of costs against revenues.
Our project cash management services enable clients to control project-related payment flows and time payments made to the project, including how they are allocated. It also provides information on cash generated by a project and flowing out of it.
Our business cash management services include cash budget management and treasury cash management, allowing clients to control, time and monitor payment flows for the entire business.
We provide corporate finance solutions for M&A transactions, private equity deals and corporate restructuring. Our strong relationships with financial sponsors also mean we can advise clients on private equity and venture capital financing.
We manage investment banks when clients make a sale or an IPO, ensuring the bank serves the client properly. We also manage the legal work of law firms associated with corporate finance activity.
Our experience includes:
Trusts, foundations and SPVs are classical elements used for structuring wealth, especially when it is spread over several jurisdictions. More innovative solutions such as the use of private-label funds as umbrella structures for holding different asset classes and facilitating family governance are also gaining in popularity.
Our services include advising on the most suitable structure and the jurisdiction in which to establish a trust, a foundation or a company - taking into account the activity involved as well as the client's country of residence, domicile and citizenship. Furthermore, we take care of all the aspects surrounding the establishment and maintenance of structures by attending to the many statutory, administrative and accounting requirements of trusts and companies during their lifetime of operation.
Where necessary, we provide trustee services, protectors, shareholders, company secretaries and directors, thus ensuring sound administration, compliance with applicable laws and confidentiality.
We are not a law firm and we do not provide legal advice. When required we select and manage the appropriate legal advisors in the relevant jurisdictions.
Our team has experience supporting sale and purchase negotiations and corporate finance transactions, complementing our corporate finance advisory work. We assist with many other legal matters such as joint venture agreements and fund setups. Our services also include litigation management, intellectual property registration and protection, and assistance with corporate documents.
Our legal work has included:
The wealth planning needs of ultra high net worth clients are unique. We provide expert practical advice on matters such as family governance and succession planning, taking account of personal and commercial concerns in our role as trusted advisors.
Many of our clients are entrepreneurs and require specialized advice related to complex international businesses. Our team's understanding of business means that we can provide pragmatic and innovative advice in this area.
We produce a plan from scratch for every client, ensuring personal and familial issues requiring sensitive handling are accommodated. Our range of in house expertise ensures the most suitable solution is provided, having considered the overall situation and objectives.
Our wealth planning experience includes:
As well as traditional investment advisory and asset protection services Finance Suisse offers operational support and issues management to ultra high net worth individuals, families and their businesses.
Our multidisciplinary team is able to handle a broad range of challenges clients face. Our experience includes: