Opal Investment Services SA is a boutique private wealth management firm with experience in private banking and private wealth management.

Our clients are wealthy individuals, entrepreneurs and families seeking to protect and grow their wealth. Our services are tailored to the requirements of the client, and include investment management, estate planning and personal financial planning.

Fundamental to our approach is independence – we believe that wealth managers must concentrate solely on the interests of our clients, and that our actions must be aligned with the individual needs and objectives of our clients. This approach to independence enables us to be better-trusted stewards of client wealth and assets.

INDEPENDENCE

As an Independent Wealth Manager, Opal sits outside of the remit of private banks or other financial institutions – we provide investment advice, portfolio management and asset allocation while the private bank continues to act as custodian of the client’s assets. This minimises potential conflicts of interest and any bias in advice or products that our clients will receive, and it allows us to offer a truly limitless, holistic, and objective perspective on wealth management.

We work closely with the private banks, however, first and foremost, we serve only the interests of our clients, and we are relationship-focused, advisory-driven, and solutions-based practitioners. Our clients tend to look for an “open architecture” for their investments, in order to get what they see as the best advice and the best management of their assets. Through our independent model our clients receive the best of what private banks can offer, but with an added protection of independent advice.  Our deep business relationships with the private banks also allows for this independent advice model to come at no additional cost to the client.