Wealth Management
Achieving your goals need not depend on chance. At Apricus Finance, our aim is to offer you tailored solutions that meet your needs. Our variety of skills and recognised experience offer you the assurance of long-term asset growth.
Wealth planning
Wealth structuring
Choosing the appropriate structure depending on how you hold your assets.
Estate planning
Preparing for the transfer of wealth between generations in the best possible conditions.
Tax and legal aspects
Planning for legal and tax developments in a constantly changing world.
Location
Optimising your tax residence based on developments in your personal life or business activity.
Portfolio strategy
Scope
Comprehensive coverage and ranking of objectives.
Approach and management
Analysis of your needs and detailed bespoke management.
Asset allocation
Applying the appropriate investment strategy and putting together your portfolio.
Skills and experts
Development of a close relationship with a manager dedicated to monitoring your investments.
Management mandates
Determining your needs
Guidance in an increasingly technical environment.
Discretionary mandate
Drawing on the skills and financial analysis of our expert managers.
Advisory mandate
Providing sophisticated investors with our expertise and oversight.
Managers and support
Trusted partners in the management of your wealth at each stage of your life.
Additional services
Accounts and custodians
Dealing with banking, administrative, technical or legal procedures.
Digital services
Access to your investments and relevant information at all times.
Credit solutions
Advice and support on your personal or professional projects (mortgages, Lombard loans, etc.).
Publications and content
Information and advice on markets, trends and international economic conditions.