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