SERVICES

Wealth management

Morgaine, in partnership with a Swiss independent asset manager based in Switzerland, advises wealthy individuals and families helping them to protect and enhance their wealth in the highly increasing complexity of financial markets.

Services:

  1. Identification, review and fitting of personal investment strategy
  2. Assessment of appropriate custodian bank
  3. Assets management
  4. Investment advice
  5. Execution only
  6. Portfolio advisory
  7. Controlling