We strive to assist in building, preserving and protecting your and your family’s hard-earned wealth, through custom-tailored products and services, a strict moral code and operating principles.
We strive to protect and grow what is precious and valuable to our clients, guard and take care of their assets through alternative products derived from strategical depth.
Ultimately, we bring to you Holistic Alternative Solutions.
Our services:
Asset Management
(Wealth Management, Financial Analysis, Fund Structures, Family Office Services)
Corporate and Individual Investment Advisory
(Business Planning, Strategic Positioning, Strategic Deal Executions, Institutional Broking)
Capital Sourcing
(Fund Raising, Due Diligence, Marketing Plans, Investor Screening, Meeting Arrangement, Post-Closure Support)
Fund Hosting
(Regulatory Oversight, Compliance, Risk Management, Operational Accounting & Investment Management Oversight, Administration & Product Development, AML)
Fund Accounting Services
(Bookkeeping & Reports, Audit Assistance)
Our Funds: BAO Fund VCIC, BAO Value Fund
Our Memberships: SECA, EMPEA
Regulatory bodies: ASIC, Swiss Financial Market Authority, Financial Securities Commission, Cyprus Securities and Exchange Commission (CySEC), Securities and Exchange Board of India.
Company Details
- Employees
- 6
- Founded
- -
- Address
- Rue Du Theatre 3, Montreux,vaud 1820,switzerland
- ba****@****ial.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- baofinancialgroup.com
- Keywords
- Financial_Services, Asset_Management, Investment_Advisory, Capital_Sourcing, Fund_Hosting, Fund_Accounting_Services, Financial_Analysis, Family_Office_Services, Risk_Management, Due_Diligence, Wealth_Management, Business_Planning, Investor_Screening, Institutional_Broking, Strategic_Positioning.
- HQ
- Montreux, Vaud
- Competitors
- Grammont Management Ltd, Consulate of the Kingdom of Tonga, G.C.Hadjikyprianou & Associates LLC, BAO Capital Partners Ltd, Pundi X 365, Borghese Multi Family Office 🇮🇪, Borghese Ventures, "Hope For Children" CRC Policy Center, The Government of the Federation of Saint Kitts and Nevis, datrics.ai.
Bao Financial Group Questions
Bao Financial Group's website is baofinancialgroup.com
Bao Financial Group's LinkedIn profile is https://ch.linkedin.com/company/bao-financial-group1
Bao Financial Group has
6 employees.
View email and phone details for 6
employees at Bao Financial Group.
Bao Financial Group's industry is
Financial Services
Bao Financial Group's top competitors are
Grammont Management Ltd,
Consulate Of The Kingdom Of Tonga,
G.c.hadjikyprianou & Associates Llc,
Bao Capital Partners Ltd,
Pundi X 365,
Borghese Multi Family Office 🇮🇪,
Borghese Ventures,
"hope For Children" Crc Policy Center,
The Government Of The Federation Of Saint Kitts And Nevis,
Datrics.ai.
Bao Financial Group's support email address is bao@baofinancial.com
Bao Financial Group's categories are Financial Services
Bao Financial Group's founding year is 2009
