Financial Advice    


Independent financial advice is a must for a successful long-term investment strategy.

A consolidated statement produced by our Family Office Division evaluates up to five different investment portfolios. We analyze diversification and measure performance while consolidating Asset Allocation, Currency Allocation, Country Allocation, Custodian Diversification and Investment Growth of a family's total net worth. Our custom tailored 'Family Wealth Analysis  statement’ will be furnished to our client once or twice a year, or upon request by the customer. It offers a thriving approach to get on top of your total wealth periodically and to detect possible risk factors.

Advantages

Independent and custom tailored financial advice
Maximizing return while investing and allocating your assets based on your needs
Transparent management fee and all-in fee with custodian
Only one party to deal with - Global Wealth Management LC



GWM’s services may not be available to investors from countries where GWM is not registered as an investment adviser. Non-US investors may contact Wealth Management Group AG in Switzerland at +41-71-226-5363 / info@wmg-ch.com / www.wmg-ch.com.
   

Office - St. Gallen