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
Multi-currency investing
Research on bonds, equities and funds
Equity investment strategies
Comparison of custodian bank services & fees
Estate planning
Cost-effective access to leading funds
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
Banque Cantonale Vaudoise
Barclays
Royal Bank of Canada
Swissquote
UBP Genève
UBP Luxembourg
Research
Bloomberg
J.P. Morgan
Marketbeat
SeekingAlpha
Stifel Nicolaus