Financial Services

Axia Management S.A. provides clients with a wide variety of tailor-made financial services, including:

Portfolio management, discretionary or advisory

    Portfolio analysis
    Asset allocation advice
    Multi-currency investing
    Research on bonds, equities and funds
    Equity investment strategies
    Comparison of custodian bank services & fees
    Estate planning
    Creation of companies, trusts and other legal entities
    Consulting service for family offices and institutions
    Cost-effective access to leading funds
    Financial advice tailored to professional athletes

Clients maintain their account with a top-ranked institution of their choice, which provides the following services:

    Bank statements with performance figures
    Safekeeping services
    Transfer, cash withdrawal & deposit services
    Safety deposit boxes
    Research upon request
    Internet access upon request

Outside Expertise:

Axia Management uses the services of fiduciary and trust companies, lawyers and insurance companies. More information available upon request.

Our More Prominent Partners

Custodians
    UBP Luxembourg
    UBP Genève
    Royal Bank of Canada
    Banque Cantonale Vaudoise
    Swissquote

Research
   Bloomberg
   Friedmann Billings Ramsey
   Stifel Nicolaus
   J.P. Morgan