Services

Wealth Management and Vested Benefits Management

This business unit handles the management and investment of our clients’ financial assets, as well as the management of vested benefits as part of occupational pension provision.

We are authorized by FINMA (Swiss Financial Market Supervisory Authority) to act as a wealth manager.
We work with various banking institutions for the deposit of our clients' financial assets.
We operate on the basis of a wealth management mandate.
Our clients' funds are not deposited with Schoeb Frôté but with various first-tier banking institutions.
Our professional approach is dedicated to generating performance.
Our investment universe covers all types of financial assets.
Our pricing is competitive, and we refuse all commissions to maintain complete independence in the management services we offer.
We implement tax-efficient management in the selection of investments.
We handle complex and diverse requests, utilizing both modern and well-mastered instruments.

Client

Custodial Bank

Schoeb Frôté SA

Deposit Account

Management Mandate

Limited Power of Attorney for Management

Comprehensive Wealth Advisory

We offer a comprehensive and personalized approach to our clients’ wealth management.

Our concept features a centralized service where clients can access a range of services related to the management and monitoring of their wealth.
A single point of contact coordinates the services of various specialists active notably in the fields of taxation, legal advice, insurance, and others.
This approach enables us to offer a tailor-made solution with high added value, by optimizing coordination between various areas of expertise.
We rely on the internal expertise within our F group of companies, namely that of the law and notary firm Frôté Partner and the consulting firm Dynafisc Frôté.
We also work with a close partner specializing in the insurance sector, the company AM Assurances Management, also present in our Neuchâtel offices.
Depending on our clients' expectations and needs, we can thus offer ad-hoc services or long-term monitoring.
Our objective is to offer both "tailor-made" and "à la carte" services.

Services

FP System

With the aim of ensuring a consolidated view of our clients’ assets, precisely defining the strategies and adjustments to be made, and monitoring and analyzing the work of service providers (real estate agencies, banks, fiduciaries, etc.), our company has developed a unique cutting-edge tool that enables comprehensive monitoring and analysis of their wealth. This tool, called “FP System,” was developed in partnership with a FinTech company based in Lausanne.

Why Use our Product?

Independent Wealth Management Company in Switzerland

Investment Solutions Tailored to your Unique Requirements