Fiduciary services
1. Financial services
Research and fundamental analysis, technical analysis of markets, investments and financial advice, portfolio construction models, strategies with options & futures, business development and investments, real estate, bond issue on primary or secondary market, listing on stock exchange-IPO.
2. Investment Advisory Services
Our Private client investment advisory includes asset planning. That simply means ensuring profitability and liquidity. So our private client consultancy revolves around keeping your specific personal interests and future planning. You can rely not only on our professional competence, but also on our independence and trustworthiness.
3 .Legal Services
Compliance and Due Diligence of Swiss Financial Companies, assistance in the process of obtaining legal authorizations to work as financial intermediary in Switzerland, LBA training courses.
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4. Administration services for companies
Taxation, accounting, VAT, taxes, legal insurance, human resources, payroll administration, management, financial back office, audit, corporate registered agent services, trustee services, compliance, Due Diligence and risk management.
5. Opening of bank accounts
Corporate, commercial, merchant and deposit accounts, private bank accounts.
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