Our Services for you
Wealth Management
As part of a personalized wealth management mandate, we manage your portfolio, which is held at a custodian bank of your choice. We develop a tailored investment strategy that considers your risk tolerance, return objectives, time horizon, and tax situation.
Our asset allocation and investment decisions are based on a fundamental analysis conducted by the Cresta Capital Investment Committee and are made independently with input from a variety of leading research providers.
We operate independently of benchmarks, taking into account our proven strategies: “Defensive,” “Balanced,” and “Dynamic.”
Investment Advisory
As part of our investment advisory mandate, we assist you in implementing your investment ideas and act as an active
sparring partner. If you intend to take responsibility for actively seizing investment opportunities but still wish to benefit from our recommendations and extensive experience, we are here to guide you.
In addition to monitoring the daily market developments, we also oversee liquidity and maturity schedules on your behalf. Implementation can take place through transaction-based advisory or within the context of your overall asset allocation.
Our investment decisions are based on a fundamental analysis by the Cresta Capital Partners Investment Committee and are made independently with input from a range of leading research providers.
Family Office
As family businesses grow larger and expand, or family situations become more complex, there is often a desire and need for professional guidance.
A central component of this is wealth controlling and reporting. Our state of the art consolidation platform provides up-to-date reports on all liquid and illiquid assets.
As your trusted Family Office, we can offer valuable support in a variety of situations as well as manage the coordination of specialists.
Whether it’s about arranging your succession, transferring assets to the next generation, buying or selling a business, or clarifying legal and tax structures—we are the ideal partner for you.
