Wealth management
“Making the impossible possible”
SUSTAINABILITY OF ASSETS
AND PERFORMANCE
At Elypse Partners, your wishes and interests are the alpha and the omega of our investment strategy. In wealth management, the watchword is asset preservation and performance. That’s why our portfolios are personalised and tailor-made for you.
WHAT WE GUARANTEE
Comprehensive approach
to wealth management
Open and independent
architecture
Careful and rigorous
risk management
SOLUTIONS TAILORED
TO YOUR NEEDS
In the interest of flexibility and to meet your precise requirements as closely as possible, we offer various types of mandate contracts, the main ones being:
DISCRETIONARY MANAGEMENT MANDATE
This solution is designed for you if you wish to delegate the management of your assets to a dedicated adviser, who will define with you your risk level, your time horizon and your specific needs.
On this basis, we build a portfolio that precisely meets these requirements. Assets are proactively managed and allocation is dynamically adapted to market conditions.
DISCRETIONARY MANAGEMENT MANDATE
This solution is designed for you if you wish to delegate the management of your assets to a dedicated adviser, who will define with you your risk level, your time horizon and your specific needs.
On this basis, we build a portfolio that precisely meets these requirements. Assets are proactively managed and allocation is dynamically adapted to market conditions.
INVESTMENT ADVISORY MANDATE
This mandate is intended for clients who wish to benefit from the expertise of Elypse Partners, while retaining decision-making power. The investment advisory contract takes into account your entire portfolio according to parameters predefined in an investment profile for advisory mandate.
Elypse Partners makes recommendations and you make the final investment decision. In addition, you can benefit from our studies, opinions and other information developed through our own research. Our mandate contracts are then fine-tuned for you after a thorough analysis of your risk profile.
INVESTMENT ADVISORY MANDATE
This mandate is intended for clients who wish to benefit from the expertise of Elypse Partners, while retaining decision-making power. The investment advisory contract takes into account your entire portfolio according to parameters predefined in an investment profile for advisory mandate.
Elypse Partners makes recommendations and you make the final investment decision. In addition, you can benefit from our studies, opinions and other information developed through our own research. Our mandate contracts are then fine-tuned for you after a thorough analysis of your risk profile.
INTEGRATED
COMPLEMENTARY SERVICES
As we are committed to supporting you in all activities related to your assets, we also offer you our expertise in real estate, administrative and commercial operations:
– Consolidation of bank and real estate assets
– Advice on real estate transactions
– Assistance in the purchase of luxury goods
(cars, boats, planes and others)
– Assistance in the establishment and monitoring of legal
structures such as trusts, Swiss and international foundations
and companies
– Philanthropic and charitable activities
– Advice and business valuation
– Advice on the implementation of FATCA
– Accounting services for SMEs
INTEGRATED
COMPLEMENTARY SERVICES
As we are committed to supporting you in all activities related to your assets, we also offer you our expertise in real estate, administrative and commercial operations:
– Consolidation of bank and real estate assets
– Advice on real estate transactions
– Assistance in the purchase of luxury goods
(cars, boats, planes and others)
– Assistance in the establishment and monitoring of legal
structures such as trusts, Swiss and international foundations
and companies
– Philanthropic and charitable activities
– Advice and business valuation
– Advice on the implementation of FATCA
– Accounting services for SMEs
