The business we are in
Mont-Blanc Wealth Management Services would be delighted to discretely manage your wealth as a ‘one stop shop’ guided by six key principles. These six core principles (visualized by the six glacier tongues of the Mont-Blanc in our logo) are the values that give substance and meaning to everything that we do. These values do not imply staring into the rear-view mirror, but they allow us to move forward smoothly.
We are keen to provide you with expert advice on the structuring and management of your wealth, always investing time and positive energy with the art of listening and the result of really being understood. You will find peace of mind.
Before your core requirements are defined, there is the careful process of making sure that we have understood and pinpointed your needs and considerations accurately. The next step is to provide you with an efficient structure, strategic asset allocation, the selection of fund managers, the allocation of securities and finding a suitable custodian, thereby delivering a highly personalized solution in order to shape wealth for future generations. Hereby we focus on the interconnected worlds of your business, your portfolio and your family.
As a trusted and lasting partner we consider ourselves well-placed to take care of all aspects of your wealth management. From ‘architecture/structuring’ to investments through execution; all services for high net worth individuals are gathered under one roof.
|“Mont-Blanc Wealth Management Services AG|
Your partner for generations...”