Services

We take an active part in the organization, development, and administration of your family assets, and we personally commit to assisting you in the implementation of your decisions.

We help you organize your banking relationships, negotiate their operational and fee conditions, and follow and consolidate the portfolios for which you have eventually granted third-party asset management mandates. Our network and our intimate knowledge of Swiss and international players in the field of banking and finance also enables us to select your new banks and asset managers through a rigorous call for proposal.

We have developed tools to process your bills and manage the costs inherent to the maintenance of your family assets and consolidate the latter.

Affected by these missions since the beginning of our history, we offer you our vast experience on a vast spectrum of different family situations.

To landmark our commitment by your side even further, we can additionally offer to act as board members or principals of your private holdings or family foundations as well as executors or trust protectors.

To orchestrate, explain, and reassure, we are an intergenerational link, the living memory of your family assets.

Our portfolio management team deals with any and all listed assets and manages your accounts according to your investment objectives and constraints.

Our services include a comprehensive assessment of your financial situation, goals, and personal preferences

Through detailed risk and performance modeling, we can help you understand the risk/return trade-offs you are facing so you can easily find the optimal solution for your wealth.

Our state-of-the-art portfolio management and risk management software, as well as our proprietary analytical toolbox and extensive financial databases, provide us with the means needed to construct an efficient, customized strategy that lives up to your high expectations.

With the help of specialized databases and a rigorous selection process, we can also incorporate tailor-made ESG constraints into the portfolio construction. Our experienced Investment Committee possesses in-depth expertise in Multi-Asset Investing, Single-Stock Selection, through years of research.

With the help of ESG databases and a rigorous selection process we can build a portfolio with tailored made ESG constraints. In addition, we follow the markets and economic environment closely and are happy to consult you anytime.

Our offering is complemented by exclusive Private Equity, Private Debt, Venture Capital, and Real Estate opportunities sourced through our network build over the last 15 years.

Our Asset Management franchise continuously evolves with the development of new strategies, tested with proprietary capital and eventually made accessible to our clients and partners through funds or actively managed certificates.

Through its now fully integrated sister company, W Capital, Amadeus has managed investment funds since 2010, focusing on liquid alternatives and systematic strategies.

Our flagship fund, the W Decalia Multi Strategies, is a Merger Arbitrage fund with over a decade of track record, generating uncorrelated, stable returns even in a very low-interest rate environment.

While our Merger Arbitrage fund offers attractive portfolio diversification to qualified investors, we also aim to make the output of our proprietary models, systems, and investment research available to a broader public, which is why we decided to launch the W Multi-Asset Balanced Fund, a UCITS compliant mutual fund following an investment philosophy and process very close to that of our core Wealth Management strategy.

Private market investments such as private equity, venture capital, or real estate have helped institutional investors generate attractive risk-adjusted returns worldwide for decades.

As the ecosystem has matured, we view it as an increasingly relevant building block in the private wealth space.

Having been exposed to the diverse requirements of our family clients for many years, we benefit from more than a decade of experience managing illiquid assets, from direct investments to closed-end funds. Aside from helping you develop and implement a tax and operationally-efficient private market strategy, we are happy to assist in structuring direct deals and frequently invest alongside our clients.

Our traders, portfolio managers, and relationship managers are familiar with the particular requirements of entrepreneurial clients who may hold concentrated positions and can help you diversify your wealth over time through customized strategies.

Aside from various financial databases and our proprietary research and analytics toolbox, we have implemented a modern portfolio management and aggregation system, giving our clients a daily 360° overview of their assets.

Our PMS system is the cornerstone of our communication with our family clients. It is a fully integrated program of portfolio analysis, consolidated reporting, detailed performance computation, as well as constraints and cost control, which operates on the basis, among others, of the encrypted information that we receive daily from your custodian banks. Of course, your non-listed assets also have their place in the system.

Technology and financial analysis are an absolute necessity for a human-sized Family Finlab like ours, and we, therefore, devote a significant portion of our budget to it. Our internally developed Quantamental platform supports decisions that ultimately remain under human control; we do not pursue black-box strategies.