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