Global Wealth Advisors is an investment manager and capital markets advisory firm located in Lugano, Switzerland, founded in 2008 to provide independent and professional investment advice, and tailor-made investment management services to high net worth individuals, families and corporates.“By focusing on investment strategy and financial planning, our goal is to ensure that our clients achieve financial independence and maintain their standard of living, both today and tomorrow, and plan their efficient transfer of wealth to future generations.”
SERVICES:
Wealth Management
We offer advisory mandates. We suggest – you decide.
We offer discretionary mandates: We manage for you – you monitor.
Asset Management
We are a licensed, regulated and independent Asset Manager. We offer advisory and discretionary mandates.
Our clients are mainly High Net Worth Individuals who seek an alternative to their own existing banking solutions.
Tailored Solutions
-Structured Solutions: According to your individual needs – be it for your personal wealth planning or your companies’ strategic focus – we provide you with a tailor made solution.
Dedicated Funds
Securitization Vehicles
Debt/Equity restructuring
Inheritance Planning
Insurance Life
We structure solutions for medium to long term investments. We have a global approach.
Asset Protector Strategy
The Asset Protection Strategy is designed for those clients who wish to more fully protect themselves and their family’s future inheritance. It is for those who have worked hard to create wealth, even if most of that wealth is in their home. It is specifically designed for those clients who wish to ensure that the wealth they have created is protected as fully as possible now but for the future generations to come.
The Strategy uses a tried & tested combination of Insurance Policies , Trusts and Powers of Attorney to cover the most common threats to the asset base that most of us hold these days.
Company Details
Global Wealth Advisors Sa Questions
Global Wealth Advisors Sa's website is gwasa.ch
Global Wealth Advisors Sa's LinkedIn profile is https://ch.linkedin.com/company/global-wealth-advisors-sa
Global Wealth Advisors Sa has
2 employees.
View email and phone details for 2
employees at Global Wealth Advisors Sa.
Global Wealth Advisors Sa's industry is
Financial Services
Global Wealth Advisors Sa's top competitors are
Lcp Livingston Capital Partners Sa,
Premium Concept,
Colombo & Partners Sa,
Häfliger & Partners Asset Management Sa,
Kudos Capital Management,
D&d Sa Capital Management,
Pareto,
European Private Trust Kb,
Qia Sicav Sif,
Fortitude Wealth Management Sa.
Global Wealth Advisors Sa's categories are Financial Services
Global Wealth Advisors Sa's founding year is 2008
