UHNWI Offices

UHNWI Offices

 

Global Services

Global Service    

We offer a broad range of services to simplify the task of managing your global assets. Whether you're looking for global custody solutions, M&A advisory, or pawn holder services, your needs are our priority.

Benefit from personalized expertise:

We work with you on global wealth management solutions that focus on what's important to you, your needs, and your long-term plans.

Gain access to market research:

Stay ahead of the curve with early market information and forecasts from our global research team.

Simplify the management of global assets:

CSAG will help to streamline the process of managing global assets, transactions, and investment opportunities.

Global Custody Solutions:

Our global custody solutions provide you, as a high net worth individual or single-family office, with a comprehensive overview of your assets at all times. With us as your global custodian, you benefit from the efficient administration of your assets, a tailor-made reporting solution, and a modular range of additional administrative and controlling services.

Global Market Research:

Philanthropy

Our financial experts provide insights, reliable early market information, and forecasts from our global research team. You benefit from insightful top-down macro forecasting and analysis as well as bottom-up insights across all asset classes.

M&A and Succession Solutions:

Benefit from our global Mergers & Acquisitions team with strategic consulting experts in Switzerland alongside M&A teams located across Europe, the Americas, and Asia-Pacific regions. We offer innovative approaches, an extensive network, decades of experience, and expertise across all key industries.

Escrow Services:

Do you intend to buy or sell a company or real estate of significant value? Are you looking for an experienced partner to close a complex financial transaction? Escrow arrangements ensure the proper settlement and exchange of the purchase price against company shares, real estate, or other assets, as well as to retain a certain amount of the purchase price to cover post-closing warranty claims.