Independent Wealth Management
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.
Investment philosophy
Proposing a totally different approach: what actually and factually makes the difference is the way the client is perceived. General banking sees the client as an asset bearer, we see the client as a total person, and our goal is to cater for the totality of a person’s, or family’s, financial wellbeing.
Independence
Value creation, attention to detail and personnalisation. Dependable, caring professionals with superior technical background who are more inclined to focus on people rather than purely financial services.
Expertise
Strategy development, asset allocation and rebalancing, manager selection and monitoring as well as performance analytics.
Privacy and exclusivity
Exclusive service, tailor-made for each client. We take a long term and holistic view, building a deep interpersonal business relationships that can last generations.
INVESTMENT SOLUTIONS
Discretionary mandate
Investment universe
Money market, bonds, stocks,
alternative investments,
structured products
Reference currency
CHF, EUR, USD, GBP
Instruments
Funds and/or direct
investments
Risk profiles
Defensive, balanced, dynamic
Advisory mandate
Investment universe
Money market, bonds, stocks,
alternative investments,
structured products
Reference currency
CHF, EUR, USD, GBP, AUD, SGD
Instruments
Funds and/or direct
investments
Risk profiles
Defensive, balanced, dynamic
Alternative investments
Hedge fund
Private equity
Venture capital