Your Personal Investment Office

We provide individually tailored investment services

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About

Who needs a personal investment office? Anybody with significant wealth, we would say.

SQUARE Consulting offers a wide range of services as Personal Investment Office. We focus on your goals and desires while considering all financial and non-financial aspects of your assets. We are strong in asset allocation and optimization to achieve long-term wealth preservation, in advice on investing in single instruments to take advantage of short-term market movements, and in asset controlling to give you an efficient control tool.

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WE BELIEVE IN MAKING THINGS SIMPLE

We focus on a solution and are independent. We prefer a straight forward strategy to achieve the best solution for you from a wide range of possibilities.

Our Services

Exceptional results are built with outstanding quality of service.

Investments and Management

We manage your investments with a long-term view and are seeking to create returns which are consistent with your needs and expectations.

Controlling

We provide an comprehensive overview of all portfolios you hold with different banks to obtain a steering cockpit which provides true orientation.

Wealth Planning

An optimum wealth planning solution not only takes into account your investment needs, but also covers all the areas and aspects that affect your wealth - for your generation and future ones.

Lifestyle Services

We provide you with a framework for efficient, effective planning and administration of lifestyle assets and family welfare

Art

We aim for addressing your needs and goals concerning your art investments and art-related activities

Let our experience work for you!

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Get to know the team

We combine multiple decades in investment experience from Family Offices, Investment Banks and Insitutional Asset Managers to help you navigate the financial markets.

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    Combined years of experience
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    Markets covered
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    Projects Completed
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    Instruments currently invested in