Fincor Capital SA

Individual investment strategy, active management of assets via a custodian bank of your choice, taking into account asset type, liquidity needs, investment objectives, time horizon, risk tolerance and reference currency.

Pure execution-only arrangement with receipt and forwarding of clients’ investment orders; the client makes the investment decision themselves, suitable for experienced or professional clients.

Advisory and implementation of suitable estate structures, including inheritance and succession matters as well as instruments such as trusts, foundations, insurance products and wills.

Formation and management of an in-house investment fund as a one-stop shop, including offering documents, agreements, administrator, accounting officer, custodian bank, members of the board of directors, auditors and the licence application.

Support beyond wealth management, including, among other things, business intelligence, education programmes for the next generation, health treatments, real estate and changes of residence.