Our Services

Our Approach

Switzerland has set the gold standard for Wealth Management for centuries. As a skilled wealth manager, we serve as a trusted advisor, working closely with our clients to understand their unique objectives, financial circumstances and plans for a smooth transition across generations. Through thorough research and analysis, we identify suitable investment opportunities across various asset classes. Regular monitoring and rebalancing of portfolios ensure that we remain in line with the client’s long term goals and changing market conditions.

Overview

Bank Account

Open account in the client’s name with our partner Swiss Banks

Relationship

NFG Partners mandated to manage the client’s assets

reporting

Regular portfolio report and analysis.
Consolidated overview of client’s assets

offering
  • Portfolio management
  • Credit Facility
  • E-banking
  • Access to private deals.

Our Offering

A Tailor-made approach

  • Our services will be articulated around the client’s needs and specific situation.
  • We aim to act as a Family Office by offering tailor-made efficient solutions.
  • Adapting our asset allocation to match your changing goals
  • Outcome oriented

Independent and Transparent

  • Business oriented and flexible to adapt to the evolving regulatory framework
  • Alignment of interests
  • No product pushing
  • No bank bias
  • Full transparency

Performance

  • Aiming for first quartile investment performance
  • Tactical & strategic allocation
  • Bespoke investment ideas
  • Regular portfolio reviews
  • Independent research

Our partner & regulator

AWAP

NFG Partners SA is a member of the AWAP Network of Swiss based Asset Managers.