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Axia Found
 
       
 
Axia Investments S.A. provides clients with a wide variety of tailor-made financial services, including:

Portfolio management, discretionary or advisory

Portfolio analysis
Asset allocation advice
Multi-currency investing
Research on bonds, equities and funds
Equity investment strategies
Comparison of custodian bank services & fees
Estate planning
Creation of companies, trusts and other legal entities
Consulting service for family offices and institutions

Cost-effective access to leading funds

Financial advice tailored to professional athletes


 

Clients maintain their account with a top-ranked institution of their choice, which provides the following services:

Bank statements with performance figures
Safekeeping services
Transfer, cash withdrawal & deposit services
Safety deposit boxes
Research upon request
Internet access upon request


Outside Expertise:

Axia Investments uses the services of fiduciary and trust companies, lawyers and insurance companies. More information available upon request.


In-house fund :

Axia manages a long only European and US equity fund.

 Download Bruellan Dynamic Fund -
Global Axia (EUR)
 
Custodians
Credit Suisse

Banque Privée Edmond de Rothschild
Julius Baer & Co

HSBC Guyerzeller Bank
Lombard Odier Darier Hentsch

Pictet & Cie
Union Bancaire Privée

UBS

Société Générale

Research
Alger Funds
Bloomberg
BMO Nesbitt Burns
Friedman Billings
Goldman Sachs
Legg Mason
Merrill Lynch
Morgan Stanley
Prudential