A GATEWAY BETWEEN FINANCE AND YOUR PERSONAL OBJECTIVES
While nobody is able to foretell the future, you can carefully plan it. With our high level of expertise, our attention detail and our thorough understanding of your needs, here at Clarity Partners we can help you to achieve your personal and professional objectives. We are by your side to expand your financial horizon with absolute peace of mind.
TOGETHER, WE DEFINE YOUR EXPECTATIONS AND IDENTIFY THE BEST WAY TO SUPPORT YOU.

You prefer to delegate: Discretionary asset management

We manage the assets entrusted to us in line with your requirements, values, and risk profile.

You prefer to keep control: Advisory mandate

We provide you with investment recommendations that are best suited to your values and requirements, allowing you to decide and manage your assets yourself.

Wealth structuring (legal and fiscal engineering and optimisation)

We provide you with a network of expert professionals to support you, under our supervision, in analysing and structuring your assets to meet your personal and professional objectives.

Benefits
 

Proximity and understanding

You will receive customised support. On the basis of our exchanges, we will then make proposals for an optimal combination of investments in line with your profile.

Foresight and support

We conduct a thorough analysis of your wealth situation and include your specific requirements when elaborating the investment strategy tailored to your objectives (distribution by asset classes, cash flow, personal or professional needs, etc.).

Freedom and options

Depending on your needs combined with the services offered by depository banks, we work with you to handpick the most suitable institution(s) to best meet your requirements. You are, of course, free to continue working with your usual bank.

Reports and administration

At a frequency of your choice, you will receive customised reports whether your investment portfolio is deposited with one or multiple depository banks (consolidation reports).

Methodology and analysis

Our portfolios are structured based on a professional methodology used by institutional clients. Our portfolios systematically go through a detailed and advanced analytical process and are supervised on an ongoing basis.

ARE YOU LOOKING TO EXPAND YOUR FINANCIAL HORIZONS?
Call us today on +41 58 501 3000 or make an appointment to discuss your situation.
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“Someone’s sitting in the shade today because someone planted a tree a long time ago.”

Warren Buffet