Sequoia Wealth Management

SEQUOIA Wealth Management caters both for a private and an institutional clientele. From the consolidation of assets to the creation of tailor-made investment funds, its wide range of services is designed to satisfy the most specific demands of its clients. Services for private individuals • Audit of assets • Consolidation of assets • Legal Services • Fiscal optimization • Investment adv

 215
Sequoia Wealth Management
Sequoia Wealth Management

SEQUOIA Wealth Management caters both for a private and an institutional clientele. From the consolidation of assets to the creation of tailor-made investment funds, its wide range of services is designed to satisfy the most specific demands of its clients. Services for private individuals • Audit of assets • Consolidation of assets • Legal Services • Fiscal optimization • Investment advice • Guarantee of liquid assets • Product structuring • Constitution of company inheritance and fiscal structures • Development of insurance-linked investment products Services for companies and institutions • Financial engineering • Creation of tailor-made investment funds • Development of structured products • Drawing-up of certificates • Leadership of investment teams • Management mandates • Fiduciary and administrative services


Address: 32, chemin Frank-Thomas 1208 Geneva, Switzerland

Phone: +41 22 354 89 89
FAX: +41 22 354 89 88