Services2021-05-31T17:38:10+00:00

SERVICES

Thanks to the wide range of expertise of its partners, the Nemesis Group is able to offer a wide range of Family Office and Wealth Management services.

Portfolio Structure and Optimization

Wealthy families, organizations, trusts, and endowments often have conflicting goals and time frames. Long- or medium-term capital growth, for example, contrasts with the need to preserve short-term liquidity and current income, but many other contrasting objectives are also common. A well-structured and diversified portfolio strategy involves the integration of different objectives and their time horizons into the asset allocation. At Nemesis, an intelligent and tax-efficient investment strategy starts with the recommen-dation of a bank in a suitable country, the well-conceived choice of a specific holding structure, and a set of appropriate investment products, all tailored to the particularities of our clients.

Risk Management

The risk goes hand in hand with investing. Therefore, it is crucial to identify, steer and monitor them so that they can be understood and accepted if they are associated with a satisfying expected payoff. Detecting and avoiding any unwanted additional risk is one of the reasons we are hired. At Nemesis Group, we closely monitor our clients’ portfolios to ensure that they are aligned with the expectations formulated by our clients in their risk profiles. Avoiding the permanent deterioration of its clients’ capital is Nemesis’ first priority.

Tax Efficiency

Investments in different asset classes and jurisdictions require a thorough knowledge of existing laws and regulations, including the main features and rules of the tax authori-ties of the client’s country. Mistakes can easily lead to losses or lower after-tax returns. The Nemesis Group has the experience and connections to ensure that investment re-turns are maintained in a tax-efficient manner while being consistent with the client’s investment objectives and risk profile.

Family Governance

A common and shared vision of the future is the premise for a sustained growth of family wealth over the years. At Nemesis, we help shape such a vision and foster com-mon goals to ensure the success of generations to come. Careful and rigorous wealth planning and expense management support our clients in achieving their present and future goals.

Foundations, Trusts and Endowment Services

Prudent wealth management is a particularly sensitive need for nonprofit and philan-thropic organizations. Thanks to its experience, Nemesis, through its advisory services, is the most appropriate partner to streamline operations and investments towards the achievement of our client’s objectives and mission or structure. Foundations, endow-ments, and trusts usually have a statute that is associated with tax benefits or tax ex-emptions. The Nemesis Group places emphasis on the retention of a client’s status. Knowing and avoiding activities, transactions, and investments that violate the laws of the respective jurisdiction is a cornerstone of achieving this goal.

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Nemesis Asset Management SA is an independent asset manager registered in Switzerland and subjected to the prudential supervision of the FINMA. Nemesis Asset Management SA holds all the requested authorisations to perform its business in Switzerland. The Content of this website shall in no case be considered an offer or a recommendation to (i) invest in products or to subscribe our services or (ii) invest in products or to subscribe services of our partners or (iii) invest in products or to subscribe services of other parties such as banks or investment funds. No Content is to be considered as consultancy or advice of whatsoever sort. The Content shall not to distributed or used in any jurisdictions where its distribution is illegal or which obliges Nemesis Asset Management SA or its partners and members to hold a license over it.

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Nemesis Asset Management SA is not responsible for any and all kinds of damages, direct or indirect, deriving from the usage of this website or following the inability to access it or make use of the Content.

Information regarding investment risks:
The Content is not to be intended as an offer, an invitation to offer, a solicitation, a distribution or any other form of offer or advertising relating to financial instruments or financial service. Past results do not constitute a reliable indicator of future results. The Content have been drafted without any particular reference to a specific investment purpose, nor with a specific investment, commercial, financial or tax consideration for a specific potential customer.

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