Our Services

Personal Services

With offices across three continents, Quilvest Wealth Management works hand in hand with their clients to provide the best possible wealth management strategies. QWM offers a full range of expertise and services which include; traditional private banking, wealth management & structuring, and family office services.

  • Investment and banking services
    • Investment advice
    • Discretionary asset management
    • Custodian bank and transaction efficiency
    • Portfolio analysis and reporting
    • Lombard Credits
    • Trading room and bespoke structured products
    • Private equity
    • Alternative investments
  • Wealth management and structuring
    • Tax and inheritance planning
    • Trust advice and services
    • Life insurance solutions
    • Private investment vehicles
    • Non-financial asset management
    • M&A support
  • Family office and life style services
    • Family governance
    • Consolidated reporting
    • Conciergerie Services
    • Philanthropy
    • Art advisory