Private and corporate family office
What we do
Clavis Partners is an independent wealth manager, serving as a private and corporate family office, based in Zürich. Our international clients consist of high-net-worth individuals and their families, corporations and entrepreneurs with a wide range of investment goals.
We provide guidance and advice, sustaining our clients' wealth with tailor-made offerings that are transparent, professional and free from any conflict of interest.
Stringent Risk Management
Portfolios are administered with a stringent risk management and according to the ever-changing economic environment. Our priority at all times is our clients' asset security.
Being ourselves in Wealth Management for generations enables us to advise our clients with a clear focus on the generations to come. Furthermore, our personal and family assets are invested in the same manner as our clients' assets.
We have long-term relationships with all major financial partners enabling our clients to get the best deal on the market. This means our clients always profit from a superior setup at lower costs.
Our multi-banking portfolio system enables our clients to have easy access and control of their holdings at all times while we orchester for them also other related personal and corporate matters.