With over 22 years of solid experience in private banking and corporate finance, we understand the client’s needs and wealth situation and use our knowledge and established relationships to identify private banks that match those needs.
We work in an open architecture with leading private banks in Luxembourg and Switzerland, to offer the best banking opportunities in terms of capital strength and management performance.
- Prepare KYC dossier;
- Description of the client's capital situation;
- Negotiation of the rates applied to the portfolio under management.
- Consolidated reporting
Our independence from banking groups guarantees an effective and independent result. Aeffe Capital's added value is in its ability to assist clients in structuring their asset portfolios, preparing consolidated management reporting tailored to their specific needs, selecting banking and financial partners, and maintaining relationships with them.
“Identify your problems, but give your power and energy to the solutions.”
Tony Robbins