Wealth Management

Unlocking Financial Potential:
The Art of Wealth Management

Segetia aims to consolidate wealth, offer unbiased guidance, and provide discretionary management services.

The primary goal of Segetia is to deliver appealing positive returns to clients while minimizing risks across various market conditions.

A customized, all-encompassing reporting system serves as the initial step in an analytical process that empowers clients to understand their overall financial position. This establishes a solid foundation for a personalized and sustainable wealth management relationship.

Segetia’s portfolios are meticulously crafted through a consistent investment approach prioritizing risk management over performance. The team takes pride in challenging conventional perspectives and implementing contrarian positions to ensure a well-rounded strategy.

The best preparation for good work tomorrow is good work today

Elbert Hubbard

Asset Management

Asset Management: Unleashing Opportunities with In-House Funds and Diversified Strategies

Experience the Benefits of Our Extensive Investment Expertise with Segetia’s In-House Funds and Diversified Management Strategies.

In the wake of the subprime crisis, financial markets have undergone significant transformation. Segetia employs a robust and consistent investment process in its asset management approach. The carefully structured Segetia Funds are designed to generate performance while maintaining the necessary flexibility to adapt to evolving market conditions.

Explore our Range of In-House Investment Funds and AMC:

  1. Segetia Alternatif Fund: Global Hedge Funds
  2. Segetia Flex Income Fund: Global Fixed Income
  3. Segetia Select Fund: Global Income-related Alternative Investments
  4. Segetia Swiss Property Fund: Swiss Commercial Real Estate
  5. Segetia Helvetia AMC: Swiss Equity

It is not the strongest of the species that survives,
nor the most intelligent, but the one most responsive to change.

Charles Darwin, 1809

Family Office

Family Office Solutions: Personalized Wealth Management

Tailored Solutions for Wealth Management: Customized Consolidated Reporting, Continual Collaboration with Family Counsellors, Independent Advice, and Dedicated Discretionary Management.

Segetia is fully committed to serving its clients, placing their needs at the forefront. Our dedicated team works diligently to optimize the flow of information between family advisors and beyond, fostering seamless collaboration. By providing personalized and comprehensive wealth consolidation services, we ensure enhanced controls, optimal structuring, cost reduction, and bespoke portfolio management to cater to individual requirements.

Don’t be afraid to give up the good for the great.

John D. Rockefeller

Special Investment

Special Investments: Unveiling Exclusive Opportunities for Entrepreneurs and Clients

Our clients share the interest for real businesses and are successful entrepreneurs.

At Segetia, our team of professionals embraces this entrepreneurial mindset and actively seeks out compelling investment prospects in Real Estate, Private Equity, and Private Debt.

Through our exclusive network, Segetia offers its clients and partners privileged access to off-the-market opportunities that are available only to members.

Opportunities multiply as they are seized.

Sun Tzu, 490 B.C