With over 25 years of experience in international wealth management and corporate finance, we support entrepreneurs, families, and institutional investors in identifying the best private banking solutions in Luxembourg and Switzerland. Through an independent and transparent approach, we select the most suitable private bank, negotiate advantageous conditions, and assist clients throughout the entire onboarding process.
Our advisory, based on an open-architecture model, combines financial strength, quality of asset management, and deep knowledge of international markets, delivering tailor-made strategies focused on both wealth growth and preservation.
- 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
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