TAILOR MADE INDEPENDENT SWISS WEALTH MANAGEMENT

As an independent asset manager, Colombo Wealth Management SA provides clients with investment decision support by developing and implementing investment strategies tailored to the careful management of personal needs through attentive evaluation of investments in all asset classes and the risks they entail.

PARTNERSHIP

Colombo Wealth Management SA enjoys a close working relationship with over 30 banking institutions, Swiss and foreign, operating on various platforms with different financial groups. This arrangement gives clients greater investment security at less cost.

ADVANCED TECHNOLOGY

Thanks to our advanced technology, we provide consolidated reporting for our Clients and portfolio analysis.

Our team is available for customized advice on topics including issues related to family asset transfer between generations.