INDEPENDENT SWISS
WEALTH MANAGEMENT

Private and Corporate Family Office

Services

Bespoke Wealth Management Solutions for Families and Companies.

BANKING SERVICES

ASSET MANANGEMENT

FINANCIAL PLANNING

INDIVIDUAL SOLUTIONS

STRUCTURING

OTHER SERVICES

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' assets security.

History

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 longterm relationships with all major finance 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.

What we do

as your key partner in finance.

Learn more

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

Our philosophy

Our mission is to offer you the best tailor-made solutions in financial markets with the aim on protecting your interests. Based on our independency, strong network and deep understanding of banks, legal frameworks, and the needs of our clients, we constantly evaluate the best alternatives to offer you cost effective, stable and long-term solutions.

CONTACT US

Address

Clavis Partners Ltd
Storchengasse 6
8001 Zürich

info@clavis-partners.ch

Phone

+41 44 212 33 22

INDEPENDENT SWISS WEALTH MANAGEMENT