Investment and Financial Advisory services

Private Banking clients from abroad, particularly from developing countries, establish a banking relation in Switzerland as they are seeking a Safe Haven place for their assets. Following this objective, it does not make sense then to propose investments in emerging markets or in risky assets. Consequently, we advise only in investments that accommodate for the requirement for safety and security.

Disclaimer

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Explore, acquire, and maintain sources of wealth

Most of our client's live in countries perceived as high risk countries. Countries in which their source of wealth is based, and in many cases, it is the only one. This exposes them to a potential existential risk of their Livelihood. The existential risks on livelihood is valid as well to residents in none-risky countries.

We explore, identify and acquire for our clients sources of wealth in Switzerland and make sure that their investments are well managed, profitable and continue to grow.

Thus we identify and acquire only businesses that are well managed and successful in well-defined markets. They also have high expertise level in a niche market. Management is well-working and motivated, characterised by entrepreneurship and is eager to continue the development of the company also after the acquisition. This offering can be made in compliance with the Sharia. For further details contact us

Economic Intelligence

A service of collecting and analysing open sources information and providing insights that are essential to give yourself new strategic options and abilities.

Economic intelligence can be used in many areas, such as

• Information collection, Monitoring and dynamic Analysis
• Foresight and Strategic Planning
• Perception Management
• Business & Competitive Intelligence
• Rik Management
• Negotiations,
• Asset Tracing,
• Knowing your counterpart or with whom you are dealing with
• Finding out the truth

The Observer

A unique Third-party Risk Management Software designed for compliance professionals.

• Enhanced Compliance with possibility to combine or choose from two modules:
• Anti-Corruption & white collar crimes (incl. money laundering, fraud, terrorism financing)
• ESG (environment, human rights, health & safety)
• Progressive 3 steps evaluation: Initial Risk Charts; Semi-automated screenings; Enhanced Due Diligence
• Various Mitigation actions as alternative to Due Diligence
• Enhanced Process traceability & follow-up
• Customizable Dashboards with all the statistics needed for efficient reporting