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Services
Our services
We offer personalized investment and wealth management services to high net worth families and individuals.
Every decision must take into account many legal, fiscal and personal aspects. Our team shares an irreproachable approach to ethics, as well as a strong commitment to the company's core values.
Wealth Management
During our first meeting together, which aims to get to know you, we take the time to define together what your real needs are in terms of yield, income and long-term capital growth.
To meet your objectives, we develop a personalized and tailor-made portfolio for you.
In this context, we carefully select, in partnership with the research departments of our partner banks, the best investments solutions which will then enter into the composition of your portfolio.
The selection of direct investments only, and the total absence of retrocession in our favor assure you that this rigorous process of modeling your portfolio will never generate any conflict of interest.
Our independence is opposed to any standardized investment solution, often opaque and very expensive for the investor.
Portfolio analysis
An exchange with our team can start with a full audit of your current portfolio! Our extensive experience in the financial sector will allow us to bring you more transparency on the current composition of your portfolio, whether in terms of risks, performance or costs.
Discretionary mandate
A solution acclaimed by our customers; the discretionary management mandate guarantees you absolute comfort. After defining the strategy and your investment wishes, our management team takes care of everything for your portfolio: the implementation of investments in accordance with your wishes and recommendations, its daily monitoring, risk management and of course the changes to be made based on the recommendations of our investment manager.
Advisory mandate
We advise: You decide. Dedicated to investors wishing to maintain control over their investments, our advisory mandate allows you to benefit from our expertise in portfolio management while participating in all decisions. You benefit from our regular financial advice, active portfolio monitoring, as well as the execution of transactions, in full compliance with the risk profile that we have determined beforehand.
Asset Management
Fides Tactical Equity Fund
In 2018, Fides Capital SA developed a partnership with the luxemburgish management company PCA Provalia. In this context, Fides Capital acts as an advisor to the management of the PCA SIVAC-SIF fund. Reserved for qualified investors, this fund is the perfect reflection of our investment philosophy, which is part of the selection and acquisition of long-term stakes in quality companies. Benefiting from significant management freedom, the Fund has no constraints in terms of sector, geographic or asset class allocation.
Cash-flow management (corporates)
For our corporate clients, we offer tailored services in terms of portfolio management. In addition, we can advise you on other financial aspects, such as hedging currency risk for example.
Professional pension & tax planning advice
With our team, we assist you in finding the best solutions for your assets invested in the 2nd pillar, especially in terms of tax optimization.
Advice on vested
Have you chosen to take your 2nd pillar assets as a lumpsum? We offer you asset management solutions that are both personalized and innovative. We have agreements with vested benefits foundations to provide you with personalized asset management solutions for your pension portfolio.