THE CASA GROUP
We advise private and institutional clients from Switzerland and the International Community in regards to the financial and non-financial aspects of wealth management. Our value-add stems from our independence and our transparency. These are values that we defend, and that are core to our business. Our Group is 100% owned by the management team.
We develop solutions that are tailored to our clients: might they be families, millennials, entrepreneurs or pensions funds. These offers were not built for our clients, but with our clients, to simplify the financial component of their life equation to the fullest.
Our clients benefit from unique financial expertise, which puts transparence, excellence and simplicity at the forefront. We build lasting and trustworthy relationships with our clients and put their best interest at the heart of all that we do and deliver.
Know-how, Performance, Independence
- Discretionary and advisory mandates
- Wealth analysis and consolidation
- Patrimonial engineering
- Wealth transmission issues management
- Structuring of financial products
- Financial and non financial asset management
- Reporting and consolidation
- Mandate : Member of the Board of Directors
- Mandate : Member of the Pension Fund Board
- Mandate : Member of the Pension Fund Investment Committee
- Management of corporates liquid assets
- We advise professional investors