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Swiss Symphony Wealth Advisor & Private Office
Swiss Symphony Wealth Advisor & Private Office is an asset management company. Its vocation is to orchestrate property interests of its customers. Our well-tried and recognized expertise covers the conservation, the development and the transmission of a demanding and sophisticated customers' wealth.
Swiss Symphony Wealth Advisor & Private Office is authorized as a Portfolio Manager within the meaning of the Financial Institutions Act (FinIA) and is subject to prudential supervision by SO-FIT, Supervisory Organisation for Financial Intermediaries & Trustees. It reaches all the legal prescriptions concerning money laundering law (MLL) and duty of discretion.
The specialists of Swiss Symphony, experts in legal, fiscal, inheritance, real-estate and financial areas pay a particular attention on all the aspects linked to asset allocation, loan negotiation, fiscal optimization and inheritance planning.
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