Financial Advice    

Independent financial advise is a must for a successful long-term investment strategy. In addition to Asset Management and Investment Advice, WMG offers unique financial advice to wrap your securities investments together with other financial transactions like credit financing, letters of credits, international financial transactions, estate planning etc. Based on our long-term experience, WMG combines these financial instruments with your securities investments to maximize return and minimize risk. Together with our international 'Estate Planners' and CPA's, WMG is able to offer truly custom tailored financial structures to our clientele.

A consolidated statement produced by our Family Office Division evaluates up to five different investment portfolios. We analyze diversification and measure performance while consolidating Asset Allocation, Currency Allocation, Country Allocation, Custodian Diversification and Investment Growth of a family's total net worth. Our custom tailored 'Family Wealth Analysis statement’ will be furnished to our client once or twice a year, or upon request by the customer. It offers a thriving approach to get on top of your total wealth periodically and to detect possible risk factors.

Advantages

Independent and custom tailored financial advice
Maximizing return while investing and allocating your assets based on your needs
Transparent fee structure
Only one party to deal with - Wealth Management Group AG

Financial Advisory Fee

Custom tailored to your transactions and always be disclosed beforehand.

WMG’s services are not available to investors from countries where WMG is not registered as an investment adviser. US investors may contact Global Wealth Management, L.C. at
+1-305-851-2476 / info@gwm-ch.com / www.gwm-ch.com

   

Buro / Office - St. Gallen