INDEPENDENT SWISS
WEALTH MANAGEMENT

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.

Services

Bespoke Wealth Management Solutions for families and companies. 

About us

Your key partner in finance.

Our benefits

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.

Heritage

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.

Cost Reduction

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.

Multi-Banking System

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. 

"The key to unlock the greatest success in the financial world is independence."

CONTACT US

Address

Clavis Partners AG
Storchengasse 6
8001 Zürich

Email

info@clavis-partners.ch

Phone

+41 44 212 33 22

 

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