Naret, Swiss Solidity and Tradition
Wealth ManagementThe Naret Group has responded to the new challenges in the world of finance and asset management, as well as to recent developments in Swiss legislation. Under the Financial Institutions Act (FinIA), anyone acting professionally as a portfolio manager must obtain authorisation from the Swiss Financial Market Supervisory Authority (FINMA). In addition, under the Financial Services Act (FinSA), financial service providers must be affiliated with an ombudsman’s office recognised by the Federal Department of Finance (FDF).
The Naret Group’s asset management company, Naret SA, therefore applied for and obtained FINMA authorisation to operate as a portfolio manager. Naret SA is thus subject to ongoing supervision and to anti-money laundering supervision by the Swiss supervisory organisation (AOOS), a supervisory organisation (SO) authorised and supervised by FINMA.
Naret SA complies with the various due diligence and reporting obligations for the purpose of combating money laundering and has appointed an independent audit firm for audits under the Anti-Money Laundering Act (AMLA).
Naret SA is also affiliated with FINSOM, an ombudsman’s office recognised by the Federal Department of Finance.
Information sheet on the Federal Financial Services Act (FinSA) [PDF document]
Our clients can rely on the professionalism and corporate transparency that have always set us apart.
Asset Management
Analysis of personal circumstances and needs
Definition of investment objectives
Research and evaluation of investment opportunities
Portfolio management
Performance analysis
Analysis of risk profile and investment profile
Development and implementation of the investment strategy
Wealth analysis
Risk control and management
Monitoring and reporting of results
Family Office
Family Governance
Establishment of a family investment council
Reporting services for family wealth
Drafting of family charters
Individual financial education for family members
Asset protection and succession planning
Development and implementation of asset protection strategies
Planning the transfer of the family business to future generations
Foundations and trusts
Planning the transfer of family wealth to future generations
Drafting of wills and supervision of their execution
Insurance solutions
Strategic asset allocation and oversight
Definition of risk profiles, investment objectives and time horizons
Development of wealth optimisation strategies and structures
Selection and oversight of specialists
Monitoring and reporting of results
Development of investment strategies
Tactical asset allocation
Risk control and management
Luxury assets
Relocation services
Relocation of families and businesses to and from Switzerland
Destination relocation services
Residence and work permits
Personalised concierge and lifestyle services
Tax consulting
Legal consulting
Inheritance law
Advice on legal structures for companies
Real estate law
Immigration law
Our experts
