Geneva Private Banking
Gustavia Wealth management takes into account not only a client’s assets but also his liabilities, his situation as a whole. True wealth management is global and requires a holistic view and approach. It requires a full assessment of your family needs, your long- and short-term financial goals, your tolerance for risk, and more.
Geneva is the undisputed capital of the world's wealth management industry, a modern financial centre with experience and tradition. The holistic thinking, international savoir-faire and intelligent diversification of client assets is just as alive today as in the past. Swiss private banking has long been known for its wealth management expertise, personalised service and client confidentiality. Indeed, exclusivity, privacy and a long tradition of quality service are the hallmarks of Swiss banking. In addition, the political and economic stability of Switzerland is well adapted to the wealth management process.
Creating & preserving wealth
Wealth creates unique situations that must be addressed if you are to enhance opportunities for you and your family.
At Gustavia Swiss Trust Company we specialize in developing customized wealth management and retirement planning solutions. We create ways to grow and protect wealth now and for the future in the pure Swiss tradition of stability, privacy and discretion. We provide wealth planning solutions, trustee and other fiduciary services that take into account the international aspects of your life.
Our professionals can help create a range of tailored solutions that may include: Trusts, Foundations, Charitable Trusts, Offshore Companies, and Insurance Vehicles .
To reflect the international dimension of your life, we have a unique international network of experts dedicated to you and your family.
We work with you to build the right solutions; we create structures tailored to your individual situation; we help you to create and preserve wealth; avoid probate formalities; enhance privacy; and manage tax and succession issues.
Our service is based on professionalism, integrity and teamwork. We work in close partnership with you, your family and your advisers, with the aim of giving you and your family total peace of mind.
Careful development of the investment strategy
Finding the most optimal investment opportunity for an individual financial situation is rarely simple. Therefore we recommend that you discuss all investments with your personal adviser before making any final decisions.
You need to answer the following questions to start your planning:
- What is your knowledge of the financial markets?
- What is your anticipated annual return?
- What are your goals?
- What is your timeframe?
- When do you need your capital?
- How much money do you have?
- How much money do you need?
- What kind of investor are you?
Investment strategies
Short Term
50% bonds and 50% cash
Income
100% bonds
Stable
80% bonds and 20% equities
Balanced
60% bonds and 40% equities
Dynamic
40% bonds and 60% equities
Growth
20% bonds and 80% equities
Aggressive
100% equities
Speculative
If required by our customers:
-Provision of full compliance to Islamic Banking
-Provision of full compliance to Environmentally Friendly
Banking
-Provision of full compliance to Sustainable Development
Banking
Swiss Private Wealth Management Account starting at 250,000 EUR/USD/CHF
Swiss Corporate Capital Management Account starting at 250,000 EUR/USD/CHF
