Our clients are generally families and/or their related companies, with various global needs, requiring local and international knowledge and experience: they, their family members, advisors and consultants use the specific knowledge of the Activa Wealth team. We streamline, define and structure our client’s wealth in order to efficent, preserve and support the sustained growth of their companies and/or family wealth for the benefit of them and future generations. Our goal is to maintain long-term relationships by bringing to this our vast experience in the current highly regulated global environment. Activa Wealth team is highly valued for professionalism and commitment to its customers
The distinctive feature of our clients is manifested in the need for their assets to be managed and structured in a legal, efficient, competitive way, using simple or sophisticated, consistent and transparent solutions.
While we have a global approach, our main expertise is preferably focused in families and companies directly or indirectly linked to Hispano-America, where some of our partners and team members are also rooted. On the other hand, and because of our local partners based in Switzerland, we achieve the best combination to offer a menu of solutions with perfect synchronization. All our partners are professionals with international experience, which simplifies and facilitates the achievement of the objectives of our clients' international investments.
Activa Wealth AG – Aeschenvorstadt 57 – 4051 Basel – Switzerland – T: +41 78 9467995 – info@activawealth.ch
