Insignivm

INDEPENDENCE
THE WAY
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Who we are

We are part of a group of companies that were founded in Switzerland in the year 2012, we offer services financial services mainly to customers Spanish speaking. SEE MORE

MISSION

We want to help achieve a optimal balance between protection of wealth and the asset growth. SEE MORE

OUR TEAM

Our professionals are highly qualified with years of experience in relevant positions in entities of prestige. SEE MORE

Comprehensive wealth management

multifamily office

Our team has a lot of experience advising families and international companies on essential elements of wealth management. This experience combined with our network of lawyers, auditors and external specialists allows us to face and overcome situations of enormous complexity. SEE MORE

Focused on our clients

What makes us different

Our process is focused on obtaining the best results for our clients.

It is based on 4 fundamental pillars that allow us to identify opportunities and take advantage of them efficiently:

Data Gathering is a constant at Insignium, it is key for our relationship with our clients to understand their financial needs, to understand their short, medium and long term financial objectives.
Establishing an Investment Policy is necessary as a guide for our asset managers, the more information that is gathered and reflected within the investment guidelines, the better our asset managers can elaborate the clients allocation strategy.
The implementation of the Asset Allocation Strategy is the responsibility of our Asset Allocation Committee. The committee establishes our universe of preferred investments. Our investment managers use this universe in order to select the assets that adhere specifically to our client ́s clearly defined asset allocation strategy.

Como primer paso, obtenemos y documentamos toda la información que nos sea posible sobre nuestro cliente,
sus conocimientos, expectativas, restricciones, preferencias, horizonte temporal y su visión sobre riesgos.

Tel. 00 41 43 497 9450

Ringstrasse, 15A 8600 Dubendorf Zurich - Suiza