House of Wealth SA

House of Wealth is a Swiss private financial farm focusing its attention to customer’s needs. Our Company founds itself on the etymology of the word “Patrimonium” which derives from “pater” (Father) and “munus” homework. We identify ourselves with that meaning as our intention is to treasure your most precious assets with the diligence of a good father. Our aim is to become your discreet and trustable counsellor on any financial matter and at the same time valorise your wealth built with sacrifices through our knowledge and experience. Our Professionals have been working together in the industry for more than 20 years, a well-balanced team between experienced Managers and young talents enables House of Wealth to give unbiased interpretation. Our key Strategy is to build an unbreakable trust between us and our clients, a transparent relationship that goes beyond the simple financial business. Our team is fully dedicated to tailor the most suitable and appropriate solutions to each single client needs. We do believe that in today’s environment it is paramount to offer something different from the mass market robot-advisory services that most financial institutions tend to provide. As a tree, House of Wealth grows from strong and deeper roots, by creating solid relationship that evolves continuously innovating itself. The tree represents for us the Family and its generations, its future and its past. We build our relationship for the long run, because mutual benefits only come through solid and transparent alliances.

Website

http://www.houseofwealth.ch

Externer Link zu House of Wealth SA

Branche

Finanzdienstleistungen

Größe

2–10 Beschäftigte

Hauptsitz

Lugano

Art

Privatunternehmen

Gegründet

2017

Spezialgebiete

Discretional Mandate, Advisory Mandate, Investment Fund Advisory und Equity Research