The Group’s business lines,
SGFG offers a broad spectrum of financial advisory services, wealth management and professional business support services.

Advisory

SGFG’s team consists of individuals with many years of experience across a wide range of functions, sectors and geographic locations. This enables us to deliver exceptional service for any business need.

  • Corporate finance advisory – bespoke M&A and financing solutions that can be tailored for nearly every major industry, supported by on-the-ground insights from our affiliates.
  • Project advisory – guidance on optimal corporate and capital structure, overall project management and arrangement of financing.

Wealth Management

Swiss Global Asset Management is a full service investment and wealth management company, based in Zurich. It helps a wide range of individual and institutional clients meet investment objectives through the following services: 

  • Strategic advice – bespoke advice on asset management strategies, led by our experienced in-house team, affiliated companies, and partner organisations.
  • Personalised wealth management – a wide range of tailored wealth management products that effectively implement and advance your chosen asset strategy.
  • Fund advisory – managing and advising on emerging-market funds.
  • Equity investment – taking minority or majority stakes in business at early stages of their life cycle.

Strategy Consulting

SGFG facilitates clients to mature into highly successful businesses. Its strategic services fall into two categories

  • Strategic — provide experienced directors to fulfil a required board function or for general governance; full board support including agenda, minutes, resolutions and maintenance of statutory registers
  • Business Planning — help guide the broader legal and compliance considerations, and identify policies and procedures to meet requirements

Professional Services

Whether you require project support or you need to outsource a business function on an ongoing basis, our diverse and experienced team of qualified accountants, bankers, compliance professionals, project managers, professional writers and engineers provide solutions.

  • Interim Management — provide experienced managers on a temporary or transitional basis to fulfil all key management functions, including CEO, CFO, Finance Director / Manager, COO, Compliance Officer etc.
  • Operational Establishment — assist in establishing operating polices and procedures, including employee handbooks, compliance manuals, operating procedures, GDPR manual, delegations of authority, disaster recovery.
  • Investor Relations — create investment marketing material, including corporate presentations, investor pitches, investment teasers; manage ongoing follow up with investors on behalf of clients.
  • Accounting — set up accounting system for new companies, establishing chart of accounts, developing form of management reports, consolidations, VAT registration; provide ongoing bookkeeping, payroll, VAT, management reporting and any other ad-hoc queries.
  • Project Management — manage system implementation, adoption of new processes or any other key projects that require special expertise or resources not available within your firm.
  • Website Establishment — we check availability, acquire your chosen domain and arrange hosting; we can provide the full range of website design and content creation.
  • Company Incorporations — provide full incorporation services, including all filings, initial articles of incorporation and initial company registers.
  • Corporate Filings — complete ongoing filings with Companies House, including annual confirmation statements, director changes, PSC changes, statutory accounts etc.