The Company
- Aquila Patrimonial AG is a Swiss domiciled and privately owned company.
Independent
- Aquila Patrimonial AG, is a member of Aquila and an independent wealth management company assisting clients such as private individuals and family offices, offering personalized solutions.
Services
- The client chooses between various excellent and leading banking platforms for the administration of his custody account. Price models are kept clear and transparent, offering attractive terms.
Aquila Patrimonial AG is absolutely independent with regards to the investment product offering, always acting in the best interest of the client.
- For clients operating with different custodian banks, a consolidated asset and performance reporting including non-bankable assets can be provided as well as a risk reporting.
- Independent analysis of cost and investment structures for existing banking and management services.
- Succession planning.
Continuity
- Risk analysis to define the investment profile and implementation of the individual portfolio strategy is fundamental for a successful and long term relationship with the client.
- Trust is based on long term experience and hard facts.
Regulations
- Aquila Patrimonial AG is a member of Aquila which was founded in 2000 and has a banking licence since 2012
- Aquila Patrimonial AG is supervised by the Swiss Financial Market Supervisory Authority (FINMA)
As a Swiss asset manager, Aquila Patrimonial AG is subject to the Financial Services Act (FIDLEG), which on the one hand contains regulations on the offer of financial services and financial products and on the other hand protective mechanisms for investors. For details, please refer to the information letter.
FIDLEG Informationsschreiben_EN
Datenschutzerklärung Aquila Patrimonial DE
Datenschutzerklärung Aquila Patrimonial EN
A feeling for individual needs.
