Investment and Wealth Advisory

Wealth management encompasses every aspect of financial planning and includes additional services which help you grow and protect your wealth, it includes the organization and coordination of wealth.

We first help you to determine your total assets in order to coordinate the reorganization of your wealth and the cost-efficient bundling of wealth management services with the assistance of leading third-party professionals.

These Wealth Management services include tax planning, retirement planning, estate planning, insurance policies, will execution services, general legal consultation, relocation and real estate services, financing solutions, fine art investments, and the establishment or management of trusts in Switzerland or abroad.

We are accompanying you and your family in each important phase of your life, as a trusted partner at your side.

Portfolio Management

We take the time for an in-depth assessment of your needs and goals, of your knowledge and experience in financial matters and all our investment solutions are tax compliant. Together we define a long-term investment strategy which reflects best your risk and return expectations.

Risk management is key in our every day’s work, we carefully select the best financial instruments in order to achieve the highest return with the lowest risk possible. Consequent diversification is essential to spread the risk across different classes of securities, sectors of the economy and geographical regions.

Constant rebalancing of the portfolio ensures that the target asset allocation is maintained, and your risk / return goals are met long term.At all times, our investment decisions and recommendations are dictated only by our convictions and by the desire to obtain the best performance possible for you.

Family Office Services

With a Family Office Solution from Terreus Capital AG you delegate to us a large part of your financial business for monitoring and optimization. With the help of our broad experience we aim to facilitate your vast task of effective financial planing.

In a first step we analyze the strategic challenges you are facing. Then we develop for you suitable strategies and implement them accordingly.

Together with our external specialists we offer you following services:

• Inheritance Planning
• Financial Planning
• Asset Structuring
• Budget & Cash Flow Management
• Real Estate Management
• Obtaining permits for people moving to Switzerland from other countries
• Relocation
• Financing
• Securities and Personal Accounting
• Consolidation and Reporting, incl. Global Custody Solutions
• The list is non-exhaustive