ASSET
MANAGEMENT
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.
FAMILY
OFFICE
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.
Real estate.
ASSET
MANAGEMENT
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.
FAMILY
OFFICE
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:
- Set up of company under Swiss law (SA).
- Domiciliation of holding company in Switzerland.
- Company administration.
- Fiscal optimization («Canton Ruling»).
- Residency permits to non-EU Natural Persons.
- All Trade Finance, services including:
Identification and prevention of risks in sales of assets and services;
Granting of overdrafts; L/C opening.
- Our advisory services are provided in the following languages:
– Italian
– English
– Spanish
– German
– Russian
– Chinese
THE BENEFITS of the Zug office (Switzerland)
- A COMMERCIAL PLATFORM RECOGNISED AT GLOBAL LEVEL: More than 30 thousand companies established their headquarters in Zug and over than half of them are quoted on the stock exchange.
- TRADE FINANCE SPECIALIZATION: Geographical area of maximum expertise for those operating in the trade finance sector.
- TAX RELIEF: Among the most competitive rates in Switzerland.
