FP Wealth Solutions SA assists clients in resolving numerous financial and financially related issues which require a considerate and professional approach. These include designing asset ownership structures and a mechanism for its protection; setting up family trusts, private funds and international companies; creating and managing investment portfolios and tailor made investment products.
We also help our clients find the best service providers and control the quality of their work when there is a need to buy or sell business assets, real estate, yachts or private jets, obtain a residence permit in Switzerland or another country, select an educational establishment for children, or solve other financial and personal issues.
Objectivity and Independence
FPWS is not affiliated with any bank, broker or product supplier. This ensures that there is no conflict of interest which usually emerges when a bank supplies clients with its own products.
The main product we offer is professional Advice. When undertaking an independent evaluation we select the best investment products and financial solutions available in the market, in compliance with the client’s needs and restrictions. A thoroughly planned diversification of investments across a range of custody banks, instruments and asset classes significantly reduces risks and the cost of any errors. And naturally, all investments are monitored and supervised by our centralised management system.
Transparency and Openness
In order to safely deposit clients’ assets and manage investments FPWS uses platforms of the most reliable Swiss banks and also some international banks (which can be swiftly changed, if necessary). Our clients retain complete control over their assets, since a personal account is opened for them in a custody bank.
FPWS is usually granted only limited power to perform investment transactions on behalf of a client’s account. Reporting is provided to clients both directly by the banks and, in a compiled and integrated form, by FPWS. All operations therefore are entirely transparent and under the client’s control.
Dealing with a limited number of high net worth clients we develop a long-term strategy for the structuring, protection and management of family wealth, whereby, the only priorities are the interests of a particular family.
Our company deals with a limited number of high net worth clients. Our services are not advertised. Only time-tested banks and law firms are engaged in operations.