Bespoke Swiss-based Wealth Managers

We manage investment portfolios for UHNW individuals and institutional clients,
offering them innovative and secure global solutions, along with trusted
second opinions so that they can be confident about their wealth.

Benefits

For UHNWI’s:

Wealth growth

Securing risk-adjusted returns

Second opinion

Unbiased, independent and fair

Bespoke service

Adjusted to your needs, not to one’s capacities

For CFOs:

Global thinking

Access to worldwide capital markets

Comfort

Clear and transparent explanation of your financial position

Insights

Institutional level research, off-market opportunities

Our advantages

Not a Bank

Banks work by standard procedures and can’t impact your finances’ 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 got 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

In Linvo we provide support in managing corporate records, annual reporting, allowing clients to focus on their core operations while minimizing legal and administrative risks.

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

The most compelling evidence of a worthwhile goal lies in its diverse possibilities to grow. 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 somehow expressing your true self, we at Linvo are continually seeking to identify and recommend you alternative investments that will flawlessly fuse your personal preferences with effective business performance.

Client profile

Ticket size $5M - $100M

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 proudly partner our drive for your financial well-being with reputable international banks and prestigious trust companies. You can rest assured that these long-term partnerships will help facilitate optimum opportunities for wealth management and investments in line with your own objectives.

Contact

Our Relationship Management Team will be delighted to arrange a personal consultation

Zurich

+41 44 777 17 00

Gartenstrasse 23
8002 Zurich
Switzerland