Independent Wealth Management,
Corporate Advisory, Family Office

Your independent partner to manage and protect your interests at an international level, in the following fields:

  • asset management “multi-bank”, “multi-research” and “open architecture”
  • consolidated reporting “multi-asset” and risk assessment
  • wealth advisory
  • corporate advisory
  • family office services
Why Alasia

We create value as reference “one-stop-shop” in wealth management, corporate advisory, family office.

We are independent

We operate solely in the interest of the client, without conflicts of interests and commercial pressure in choosing investments, solutions and partners.

We are different

We work as a boutique, but we can count on the support of a historic, solid and visionary banking group.

We are specialists

In «multi-banking» and «multi-research» asset management, and we support our clients and their dedicated professionals in searching for solutions in «wealth & corporate».

We are based in Switzerland

Home of efficiency, safety and confidentiality, but with experience and network at an international level.

Asset Management

For evolved clients and companies sensitive to currency risk who value independency, transparency and absence of conflicts of interests

  • Multi-bank: through custodian banks chosen by the client
  • Multi research: thanks to valuable collaborations with leading international specialists
  • Open architecture: selection of traditional and innovative investment products and services, carefully analyzed and validated

Consolidated reporting and Risk assessment

For demanding clients who need a long term strategic planning for the entire estate, monitoring evolution and risks

  • Global reporting: “multi-asset” consolidated view of the global wealth
  • Global Control: supervision and control of the management activities delegated to third parties
  • Risk Assessment: risk analiysis and corrective measures

Wealth & Corporate advisory

For structured clients For structured clients with a complex and diversified “W&C” estate, who need solutions and specialists at an international level

  • Wealth advisory: real estate, art, luxuries
  • Corporate advisory: M&A, private equity, venture capital, club deals
  • Inheritance planning and family governance

Family Office

For sophisticated clients who need an ongoing support for personal and family issues

  • Specialized support: thanks to access to a network of professionals at an international level
  • Administrative support: thanks to internal skills and dedicated people
Our modus operandi

Our mission is taking care of our client’s values, both economic and family.

Absence of conflicts of interests

In decision making and choice of solutions, thanks to an operational independence from selected counterparties.

Specialization

Thanks to long experience in banking, wealth management and corporate advisory.

Tailoring

Thanks to a consolidated network of sectoral specialists with whom we share studies, research and vision, and the same approach to client service.

Transparency

Thanks to «all-in fee» pricing in asset management, regardless of portfolio turnover, and to clear framework agreements with all counterparties involved.

Guarantees to clients

We operate in accordance with Swiss and International legal requirements.

A Group with a 60-year history

Is a guarantee of soundness, farsightedness and continuity over time.

A Group with more than 12 billion under management

Is a guarantee of experience, efficiency and prudence.

A private banking Group

Is a guarantee of care for personal relationships and reputation.

A Swiss and International Group

Guarantees the respect of the highest legal, organizational and financial standards.

We are a company regulated and controlled by FINMA and the Swiss Association of Asset managers.

FINMA
VSV-ASG

We are a company regulated and controlled by FINMA and the Swiss Association of Asset managers.

FINMA
VSV-ASG
Work with us

For a better service to clients and for our growth, Alasia is always looking for value added partnerships.

Recruiting

We select Wealth & Corporate Advisors, swiss or international, with:

  • Focus on client
  • Demonstrable expertise
  • Entrepreneurial approach
  • Problem solving attitude

EAM Integration

We are interested in sharing a strategic plan for EAM integration, for EAM who need to:

  • Guarantee continuity to their clients
  • Plan a business succession
  • Face the changes of the swiss and international regulatory changes

Support to EAM

We provide an external support to EAM who need an expert assistance in:

  • «back/middle office»: L&C, risk management, internal controls, IT, accounting, HR
  • Portfolio management, wealth & corporate advisory

Partnerships

We appreciate win-win parterships, with professionals and specialists who:

  • Share our values
  • Share a «boutique» approach

We are available to evaluate together a common professional path, writing to us workwithus@alasiawca.com.

We are available to evaluate together a common professional path, writing to us workwithus@alasiawca.com.

Contacts

Alasia staff is at your complete disposal to answer to your questions, requests or needs.

Lugano

Corso Elvezia 25
6900 Lugano

Tel: +41 (0)91 223 22 70
Fax: +41 (0)91 224 44 08

Lausanne

Place Saint-François 7
1003 Lausanne

Tel: +41 (0)21 321 15 55
Fax: +41 (0)21 321 15 59

Zurich

Tödistrasse 47
8027 Zurich

Tel: +41 (0)44 204 39 05
Fax: + 41 (0)44 204 34 35

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