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