our company
MULTI GROUP FINANCE SA
- Personalisation of our services adapted to needs of requirement and meeting the expectations of the client
- The performance of professional, qualified and experienced team
- Refuse of improvisation but to take advantage of well-considered solutions thanks to continuous knowledge of international markets
- Reasonable ratio between performance and return and costs
- Harmonious development of MULTIGROUP FINANCE SA favouring human relations within the company and with its environnment
financial advice and
wealth management
We offer you personalized services , adapted to the specific needs of each person. Our high-performance team of qualified professionals offers thoughtful and impartial solutions, thanks to constant knowledge of the markets in Switzerland and abroad. We favor human relations for harmonious development, both within our company and with our customers.
ETF (Exchange-Traded Funds)
Trackers
Trackers
Bond
The Bond trackers are often used to obtain a steady stream of income and are considered less volatile than stocks.
They offer automatic diversification and passive management, with fees generally lower than active bond funds.
Trackers
Equity
The Trakers Equity are trackers exchange-traded index funds that track the performance of a stock market index. They offer passive management, broad diversification at a lower cost and are often used by investors to gain exposure to an entire market or a particular sector without having to select stocks individually.
Other
Services
Our tax planning experts support you in optimizing your tax situation, ensuring compliance with regulations while minimizing your tax burden. At the same time, our Family Advisor service guides you in family wealth management , taking into account intergenerational issues, in order to preserve and pass on your capital with complete peace of mind.
Advisory Services for
Entrepreneurs
Tax planning optimizes after-tax income and structures wealth. We provide proactive solutions with a strong focus on estate planning, which is essential for investors aged 40 to 50 in light of demographic and legislative changes. Our specialized services cater to the needs of wealthy families, backed by proven expertise.
Family
Advisory
The professional services we provide are devised to meet the particular needs that come with owning substantial family assets. Numerous families of this profile are turning to the specialized service: Family Office. Our number one concern is to act in the interest of your family as a whole and its individual members
Our expertise is based on years of experience at the service of wealthy families. Through our guidance, we help them reach their goals, providing all the support they need in terms of wealth management.
Our Mission
Our mission is to preserve and grow your wealth by combining expertise, transparency, and innovation. We understand that every client is unique, with specific financial needs and goals. That’s why we offer tailor-made solutions, carefully aligned with your aspirations and risk tolerance.
Our Services
We provide a wide range of services designed to meet all your financial needs. From wealth planning to asset management, investment advisory to tax structuring, we guide you through every step of your financial journey. Our team consists of seasoned professionals with extensive experience in financial markets and in-depth knowledge of investment products.
Our Approach
Our approach is built on rigorous analysis and a deep understanding of your goals. We prioritize a close and trusting relationship with our clients, rooted in active listening and transparency. Every investment decision is made with your best interests in mind, tailored to your financial profile, to optimize portfolio performance while minimizing risks.
Our Commitment
Our commitment to excellence is reflected in our adherence to the highest ethical standards and our constant focus on innovation. We leverage advanced technological tools to monitor market trends and adjust our strategies accordingly. Additionally, we take pride in our independence, which enables us to provide unbiased advice and offer diversified investment solutions.
Contact
Managers
M. Yves Reichenbach
Gestion de fortune
M. Daniel Rossier
Gestion de fortune
Mme Elodie Brélaz
Information management
Mme Maëlle Duperrut
Mme Sonia Martins
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