Business & Services

Carthesio guarantees the utmost professionalism, independence and flexibility with a qualified team dedicated to meet the most complex needs of private and institutional clients.

Financial Advisory: careful investor's goals analysis and accurate planing of the desired asset allocation.

Discretionary mandates for individuals, families, companies, public and private institutions: diversified management profiles and balanced on the basis of different risk/return parameters. 

Portfolio Management Advisory: construction and support in managing model portfolios for Institutional Clients.

Traditional and alternative asset management: products and solutions selected with advanced procedures and sophisticated analysis and valuation tools.

Selection of Real Estate and Industrial investments: involvement of small private investors' groups ("Club Deals"). Excellent track record within real estate, industrial, life science and alternative energy sectors.

Corporate and Institutional Advisory: company valuation, corporate finance operations support, corporate treasury management, establishment in Switzerland (companies and individuals).