Unbiased expert advice is an essential part of why clients join Calyx. However, it is only one of the reasons why they stay with us.
Calyx’s mission is to become the trusted advisor to all our clients, provide bespoke solutions and deliver value added services during their entire wealth cycle.
The wealth cycle is a journey which can be defined in 3 stages:
Click for the list of services provided
Wealth Creation
- Arrangement of mortgages and Lombard lending
- Advisory services for corporate finance transactions
- Access to private equity and venture capital investment opportunities
- Assistance with real estate transactions
Wealth Management
- Design and management of bespoke investment solutions across multiple currencies and risk profiles
- Execution only services (an ancillary service to managing investment portfolios)
- Access to custody and execution services with best in class global institutions
- Consolidated reporting and risk management
- Banking and accounting services
Wealth Distribution
- Access to a network of legal, tax management and estate planning professionals
The decades of experience accumulated in managing wealth for international clients has given us the tools to assist you throughout your journey. Our willingness and ability to listen, enables us to focus on what most matters to you, regardless of how diverse and complex your needs are.
We start each day with the objective of meeting and possibly exceeding our client’s expectations.
The services we offer cover the following areas:
- Design and management of bespoke investment solutions across multiple currencies and risk profiles
- Execution only services (an ancillary service to managing investment portfolios)
- Access to custody and execution services with best in class global institutions
- Consolidated reporting and risk management
- Arrangement of mortgages and Lombard lending
- Banking and accounting services
- Advisory services for corporate finance transactions
- Access to private equity and venture capital investment opportunities
- Assistance with real estate transactions
- Access to a network of legal, tax management and estate planning professionals
