CAT Wealth Management acts as an independent and long-standing partner in matters of assets for its customers. The majority of our customer relationships have existed for more than 20 years. This shows the quality of our work and the strong trust. Our services are tailored precisely to the needs of our customers.
Active Advisory and Consulting, Market News Chat, Access to Research and Trade Ideas
Active advisory means to stay informed about market news, trends and our latest trade ideas. We provide an own market news chat of our group CIO and provide our clients with the best in class research and trade ideas accross all asset classes.
Our advisory services are like all of our services tailored to the needs of our clientele.
Financial markets are our passion, we execute our clients orders directly at the trading desk of the custodian bank of our clients.
Quarterly investment comment with review and outlooks, recommendations through tactical and strategic asset allocation. The strategy is continously monitored and adjusted. The client’s opinion is important.
Asset management and advisory is our core competence and passion
CAT Wealth Managements core competence is wealth management and wealth consulting.
Through a systematic requirement analysis CAT Wealth Management determinates the risk carrying capacity as well as the readiness to assume a risk and offer a reasonable solution. The investment process is systematically implemented according to the strategy. The assets are monitored and analysed at all time, in order to comply with the spreads. Also, a continuous monitoring of the client’s requirements and parameters takes place.
The investment strategy is defined individual and unique for every single client. It is determined on the basis of the client’s risk profile and his wealth planning strategy as well as a benchmark to compare the results. It incorporates the sectors cash management and forex, equities, alternative investments, derivatives, commodities and bonds.
Financial planning and optimisation Preparation of pension, tax and estate planning
Our global network is enabling our clients the best financial planning and optimisation. We consider a holistic approach over the wealth and the future planning of our clients.
Together with our partners we provide tax optimisation, structures and trust services in order to plan the future of our clients wealth.
Swiss Custodian Banks and Swiss Investor and Bank Deposit Protection
Trust is our highest asset. Since more than three decades our group provides independent financial services within the Swiss market.
Next to the implementation of the tailored wealth management strategy, our most important goal is to protect the wealth of our clients. We ensure this via the secure client setup via Swiss banks, our integrated wealth strategy as well as our wealth planning services.
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