We support our clients in any decision related to their financial planning. Furthermore, our team advice customers even in their personal sphere.
Succession and insurance planning.
Fiscal optimization: national and international.
We offer financial solutions developed ad hoc to meet the needs of each client and customized strategies with the aim of maximizing market opportunities and minimizing the risks of portfolio volatility.
Management and analysis of client’s total assets.
Detailed analysis of set-up costs.
Analysis and optimization of risk/yield profile.
LMP Finance offers to Clients support to set up and manage swiss law firms, thanks to the experience gained in fiscal issues and its consolidated presence in Switzerland.
Domiciliation and obtaining residence for natural and legal persons.
LMP Finance is able to offer investment solutions tailored to the specific needs and objectives of each Client. The Team of experts builds portfolios with and provides a dedicated service able to meet all of the specific requirements.
Through a strict process of diversification and selection of financial products, the management strategy aims at seeking profitability in every market context as well as providing clients with a constant and sustainable yield.
The dedicated trading and asset-management team actively manages a broad range of financial instruments, both directly and through funds specialized in multiple asset classes: bonds, equities, currencies and alternative investments, which can also be combined as part of multi-asset strategies in order to transform market complexities into opportunities.
The equities and bonds stock selection benefits from a twofold methods: firstly adopting a macro-economic («top-down») approach and afterwards, by analyzing the characteristics of individual «bottom-up» stocks.
The portfolio development is based on three different risk profiles. The Client profile evaluation is made according to the maximum equity exposure and in line with the new European regulation on PRIIPs «Packaged retail investment and insurance-based investments products».
We also offer the chance of creating completely flexible lines (0-100%) for anyone seeking more active portfolio management.
Consolidated view of various bank accounts in a single portfolio, to optimize the risk/yield profile and cut related operating costs.
Main services provided:
Identification and prevention of risks in sales of assets and services;
Granting of overdrafts; L/C opening.