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ClairFid Advisory

Overview:

Clairfid Advisory is an independent asset manager based in Lugano, Switzerland. His core activity has always been to provide financial advice and asset management services to its clients. Complementary business services are also provided in order to better answer our client's needs.

Clairfid Advisory offers a wide range of independent services that are driven by values such as continuity, wealth protection and sustainable growth.

A key success factor has always been its flexible solutions within a stable organisation – the contact person will always be the same.

Clairfid Advisory is a member of the Swiss Association of Asset Managers (SAAM)

Clairfid Advisory's objective is to offer flexible and tailor made solutions that are easily adaptable to our clients’ needs. In order to ensure a flexible and independent service Clairfid Advisory collaborates with various depositary banks in Switzerland and abroad.

After a careful analysis of the investment objectives and risk profile of our client, Clairfid Advisory would recommend two forms of mandates:

Management mandate
Advisory mandate
Thanks to regular and direct contacts, the clients can always control and review its investment objectives and define new investments guidelines for his portfolio.

Based on the operating needs of its clients Clairfid Advisory offers a careful and targeted corporate advisory service.

Clairfid Advisory supports and follows the entrepreneur in valuing and taking strategic decision for the development and continuity of his company.

Additionally Clairfid Advisory offers its clients the following services:

Book keeping, accounting and related services
Business plan
Assumption of corporate charges/positions
Support in setting up a business
other services based on our client’s needs

Following an ever-growing interest of our clientele for the real estate as an investment alternative Clairfid Advisory has developed a wide knowledge of the real estate market.

Thanks to a consolidated network of contacts (real estate agencies, architects, developers,...) Clairfid Advisory helps its clients in finding properties that can meet the most various requirements:

Primary residence
Secondary residence
Real estate investment

Real estate advisory completes the services Clairfid Advisory offers to meet the growing demands of its clients.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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