SMC Wealth Management SA is a Swiss independent asset manager based in Lugano, Switzerland, for wealthy individuals and family offices. It aims to advise the clients helping them to protect and enhance their wealth in the highly increasing complexity of financial markets.

 

  • Identification, review and fitting of personal investment strategy
  • Assessment of appropriate custodian bank
  • Asset management
  • Tailor-made discretionary advisory and management mandates
  • Portfolio advisory
  • Controlling and reporting

 

SMC selects the best financial and insurance partners.
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