OUR SERVICES
TEAM
The team of Aquila Balmoral AG has many years of experience in private banking and has an in-depth knowledge and experience in Switzerland, Europe and Asia. We are a trustworthy partner for private and corporate clients with wealth management needs.
We look forward to hearing from you.
FAMILY OFFICE SERVICES
A family office provides services beyond the scope of traditional asset management. If you have any specific questions in this context, we will be more than happy to arrange an individual meeting with our external specialists.
WEALTH PLANNING
Long-term tax and estate planning and the protection of global assets for the next generation should be an essential cornerstone of your strategic and personal investment management. For that purpose, we collaborate closely with proven professional experts such as trustees, notaries, lawyers and tax consultants.
ABOUT US
Welcome to Aquila Balmoral AG.
We are an asset management company and your trusted partner for financial matters. Thanks to our independence, we maintain an efficient and professional network with various local and global financial institutions. As our client, you benefit from this broad-based knowledge and efficient information flow.
Together we decide which bank we collaborate with.
ASSET MANAGEMENT
Long-term success is based on a transparent and comprehensive approach towards your investments. We will develop an individual investment solution depending on your personal ideas and investment goals, your risk tolerance and your investment horizon.
Continuous monitoring of the market situation in terms of risks, the assessment of the capital markets and the economy, but also special situations could influence the tactical and strategic asset allocation of your portfolio.
