Bespoke, Swiss-Based Wealth Management Experts
We manage investment portfolios for Ultra-High-Net-Worth (UHNW) individuals and institutional clients. Our approach combines innovative, secure global solutions with trusted second opinions, giving clients clarity and confidence in the growth and protection of their wealth.
Benefits
UHNWI’s:
Wealth growth
Securing risk-adjusted returns
Second opinion
Unbiased, independent and fair
Bespoke service
Adjusted to your needs, not limited by institutional constraints
For CFOs:
Global thinking
Access to worldwide capital markets
Assurance
Clear and transparent explanation of your financial position
Insights
Institutional-level research, off-market opportunities
Our advantages
Not a Bank
Banks follow rigid procedures and rarely influence your financial structure.
We work on your side of the table, restructure your business and make decisions.
Not a Broker
Brokers have an incentive to sell pre-defined products with higher commissions.
We receive no commission.
Not a Fund
Funds are selling products and have an incentive to promote them.
We provide a custom service.
Family Office
Strategic and Operational Advisory Services
We assist our clients in formulating their overall financial strategies, identifying growth opportunities, assessing market dynamics, and addressing potential threats.
Company Structuring & Administration
We provide bespoke wealth management for UHNW individuals and institutions. Combining global expertise with personalised oversight, we help clients grow and protect their wealth with confidence.
Family Advisory
Services
Our experts work closely with families to understand their unique needs and goals, providing tailored advice and strategies to ensure the continuity and prosperity of family wealth.
Lifestyle Management
Your tranquility takes center stage in our mission, as we expertly manage your financial requirements, affording you the confidence to chase your aspirations with unwavering security.
Tax Structuring and Optimization
Strategic arrangement of financial transactions and assets to take advantage of tax incentives, deductions, and credits, ultimately reducing the overall tax burden.
External financing & Leverage
We aim to assist our clients in achieving an optimal balance between debt and equity, effectively utilizing leverage to enhance profitability and financial performance.
Asset Management
Liquid Asset Management
When it comes to the custody of your bankable assets, you aim for nothing less than excellence. And this is exactly what we provide at Linvo: a clear and detailed overview of your assets, with in-depth analysis and thorough risk management, every step of the way.
Non-Liquid Asset Management
True wealth lies in its potential to grow through diverse opportunities. At Linvo, this is what we truly believe in when assisting you to expand the potential of your wealth.
Alternative Investments
Since achieving your goals is always related to reflecting your values and vision, we at Linvo are continually seeking to identify and recommend to you alternative investments that will flawlessly fuse your personal preferences with effective business performance.
Client profile
Minimum portfolio size: from $5M in Liquid Assets
Our Partners
Top tier institutions for custody and beyond custody
Their outstanding expertise allows us to offer you a remarkable wealth of financial services, spanning across industries and geographies, constantly keeping pace with cutting-edge innovation.
We work with reputable international banks and prestigious trust companies. These long-term partnerships enable us to offer exceptional opportunities for wealth management and investments, aligned with your objectives.
Contact
Our Relationship Management Team will be delighted to arrange a personal consultation
