Services As an independent service provider, free from bank affiliations, we are fully committed to addressing each client’s unique needs and objectives. By building personal relationships, we create an open dialogue that allows us to provide truly customized and insightful advice. Our core services include:
01 Private Accounts with Banks
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Our offering naturally includes private accounts, and we are pleased to provide personalized advice to our clients in this area. All transactions can be managed here, with the option to invest in tailored investment products. In a personal consultation, we assess our clients’ exact needs to ensure we provide the best possible terms.
02 Company accounts with banks
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Corporate accounts are an integral part of Aquila Wealth Management’s advisory services. We customize the terms and conditions to fit our clients’ specific needs, offering tailored solutions across various countries.
03 Family foundations / trusts
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Estate administration is a complex challenge that demands extensive expertise and experience. We offer unwavering support to our clients in this area as well. Depending on the circumstances, a family foundation or trust may be an effective tool for preserving wealth. We are pleased to advise on the various options and tailor the bylaws or trust provisions to suit specific conditions and objectives.
04 Private label funds / funds
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The increasingly popular Private Label Fund offers numerous benefits for personalized investment strategies. We design the funds according to our clients’ specific requirements and ideas, providing full support in their management. The key advantage lies in the tailored fund strategy, which is crafted to fit perfectly and remains secure even during financial sector crises, as the funds are not included in bankruptcy estates.
05 Structured products
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Using structured financial products, we can create tailored solutions that meet the specific needs of our clients by combining one or more underlying assets with an additional derivative component. We place great emphasis on individual risk profiles, ensuring that our transparent strategy accounts for all possible scenarios and combinations of underlying assets.
06 Wealth Management
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Our client-focused asset management is not about quick, off-the-shelf solutions, but about developing a strategically sound approach that is carefully tailored to each client’s personal circumstances. Our clients retain full flexibility in their choices, with options including bonds, U.S. and European equities, ETFs, and various other investment opportunities, all of which can be combined to meet their specific needs.
07 Family Office Services
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Family is as important to us as it is to our clients. That’s why we offer comprehensive support for all significant matters related to family and personal life. In addition to managing the financing of our clients’ personal goals and aspirations, we also assist with the education and development of their family members. Our expertise extends to helping with the selection of experienced legal professionals, ensuring we are always available to provide guidance.