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Services

The thoroughness and competence of HUBER & Co. Ltd.is evidenced by the extensive range of services, such as :

  • Professional wealth management services offering a client focused relationship with complete discretion and availability.
  • Personal contact and confidential relationship with the client and eventually with the family since in many cases these more complex estates concern more than one individual and span several generations.
  • Protection of assets managed by a team of private banking specialists.
  • Coordination and consolidation of financial assets and placements, investment in full adherence to all applicable laws, fiscal optimization, estate planning as well as judicial assistance for the creation of businesses and real estate advice.
  • Clear and transparent calculations of returns and regular reports prepared for personal meetings. Asset returns in line with the pre-determined investment policy.
  • A global vision where the risk aversion is taken into consideration relative to the expected return and the reference currency

We are continually driven to earn the trust and loyalty bestowed by our clients.

Services