WEALTH MANAGEMENT

Investment services to suit your objectives

Whatever your risk tolerance, time horizon, or asset class preferences we can help you develop an investment strategy that works for you.

And once we’ve charted the course for success, we can offer you a level of control that suits your needs. So whether you want to transfer the responsibility to one of our specialist investment professionals or you’d prefer investment advice while retaining control of your portfolio, we have an investment service for you.

With our discretionary mandates, strategies that correspond to your investment objectives and risk profile are implemented in a disciplined investment process. While our advisory mandates are managed in a way that gives you access to our specialists and their recommendations when reaching your own investment decisions.

Advisory Solutions

Our experts will be at your side – providing recommendations on the right moves to make.

Especially in periods of increased market volatility and uncertainty, market trends are difficult to predict. The professional approach and customized specialist advice on the management and diversification of your assets applied by NP Invest Sàrl can help you to take the right decision.

Depending on your needs, you can also have access to our investment specialists who can develop a customized solution. Our specialists constantly offer new investment opportunities as well as opinions on your own investment strategies.

Using a process of monitoring and selection, you can reach decisions based on precise information and well-timed proposals. We carefully analyze your risk profile and investment objectives to help you manage risks and benefit from the opportunities that arise, in line with your defined risk/return profile.

Portfolio Management

Time is your most valuable asset, which is why you would like to delegate investment decisions to an experienced investment professional. You need a solid and reliable partner who can manage your portfolio of assets to grow and protect your wealth – with a relentless focus on your interests and those of future generations. A trusted partner, for the long term.

At NP Invest Sàrl, our expertise in portfolio management, combined with the most advanced asset management techniques, means that you can be confident your assets are in the hands of trusted professionals, allowing you to dedicate more time to the things that matter most to you.

You can delegate the management of your wealth through our innovative, individually tailored discretionary mandates. They are designed to generate performance according to your investment objectives and risk profile. In this way, you can be assured that your investments are being carefully monitored at all times while benefiting from our first-class investment expertise.

Wealth Planning

The strategic structuring of wealth based on existing assets, the family’s current circumstances, and its future goals is known as wealth planning. In a preliminary analysis, we look at the current family circumstances, existing or undeveloped future plans, and the composition and structure of financial and real assets. The analysis’s goal is to create the best possible organization for the future while taking succession planning, taxes, and issues related to asset creation and protection into account. One or more legal entities from various jurisdictions, such as corporations, foundations, or life insurance policies, maybe a part of the substantive target structure. The structure will, among other things, balance aspects like the needs, wishes, and values of the present family decision when it comes to succession planning.

A corporation will be viewed largely as a non-operative holding business from the perspective of wealth planning. It’s usual practice to combine various equity assets under one (tax) roof by using a holding company. The stock corporation and the limited liability company are common corporate structures. Security and tax issues will be major factors in domicile selection. Special funds from various legal systems can be just as suitable as life insurance in terms of taxes for managing financial instruments. A unique fund solution involves a more sophisticated structure, which could result in greater expenses, and should only be taken into consideration if the initial investment can be made again. On the one hand, it is substantially more flexible when it comes to interim payouts or withdrawals.

Our expertise

Our Wealth Planners work with you and your trusted advisors to understand your wealth and family structure, risk appetite and objectives in order to define appropriate solutions to achieve your long-term wealth planning goals. Thanks to our open architecture approach, our Wealth Planners have access to both internal and external offerings and the freedom to create the best solution for you. They provide holistic advice on your entire wealth lifecycle, including: