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Wealth Management

Wealth Management, a term used in the financial sector to describe aspects of asset management, is a service in which the client mandates an authorised and regulated entity to manage their capital. Depending on the level of involvement desired by the client, the manager makes investment decisions with varying degrees of autonomy, at all times with the aim of growing the assets within the tolerated and predefined risk limits.

Asset management par excellence

Classic discretionary mandate: the client delegates to Soave the achievement of certain objectives based on the selected strategy. Through the decisions of the investment committee, the portfolio will then be modified proactively according to the market environment.

Tailor-made discretionary mandate: to respond to specific needs, it allows the strategy to be customised, while still delegating investment decisions

Advisory for clients who want support in making investment decisions

Company and liquidity management

The management of entrepreneurs and their companies is a highly specialised activity in which Soave is able to provide good added value. It includes:

 

      Cashflow management with low volatility and guaranteed liquidity
      Corporate debt management
      Plan for separation of entrepreneurial and corporate assets
      Liquidity protection from bail-in
      Exemption from negative interest rates on liquidity*
      Specific investment modules dedicated to companies (High Dividend Europe and Global)
      Creation of structures based on the legislation of the country of origin (Holding)

Global market access and guide to free choice of banking institution

Our long tradition as independent managers translates into a dense network of partnerships and agreements with leading banks and fund managers. A competitive advantage that makes it possible to extend the benefits of institutional negotiation to Soave’s private customers: access to the best products and services on privileged terms and to institutional (non-retail) funds in open architecture (no conflict of interest)

 

    1. guide to selecting the best investment funds
    1. access to various types of services at institutional prices (forex, transactions, insurance)
    1. access to research and market insights of leading banking institutions (holistic view)
      creation of tailor-made structured products
      choice of the bank best suited to the client’s actual needs

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More information? One of our consultants is available.