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Private Wealth Management - Europe
A Tradition of Service
The Stanford family’s longstanding principles of hard work, clear vision, and value for the client hold true in Europe as the foundation on which we build our success. All companies that are part of the Stanford Financial Group provide the signature, personalized service that sets Stanford apart in delivering true value to clients.
Stanford Group (Suisse) AG
Stanford Group (Suisse) AG, located in Zurich, Switzerland, is an independent asset management and investment advisory company that provides private wealth management services to investors from Europe and the Middle East. As part of the Stanford Financial Group of privately held, wholly owned financial services companies, we are solely focused on performing for our clients.
Discretionary Asset Management
Through proprietary capabilities and long-standing alliances, Stanford Group (Suisse) AG offers a sophisticated range of financial services, including investment advisory services and discretionary asset management for affluent investors, business owners, and institutional clients. We adhere to Stanford’s investment philosophy, aiming to protect principal and grow capital consistently.
Our investment approach focuses on two main objectives:
- We follow a disciplined investment approach that targets absolute returns in every calendar year and across all risk profiles. To achieve this ambitious goal, money managers and funds that we consider for selection must show a brilliant track record during adverse market conditions and prove their capability of achieving solid performance and low-benchmark correlation in such a market environment.
- Secondly, Stanford’s goal is to provide clients the most appropriate top-down asset allocation combined with superior manager selection. It is our commitment to find specialized money managers for different markets and give our clients access to these portfolio managers’ skills at competitive costs.
Private Wealth Advisory Services
The Private Wealth Advisory team at Stanford Group (Suisse) AG provides specialized services for individuals and families with substantial wealth. Our team of experts offers independent advice with a family office approach, based on individual client goals and the implementation of solutions. We can assist with solutions related to family business governance and continuity strategies, defining family philanthropy, family wealth management and wealth transfer approaches, and assistance with major transactions such as home purchases and art collecting. We tailor all of our services to the specific needs and requirements of our clients.
Affiliated Stanford Businesses
The Stanford Financial Group of companies offers an extensive network of private and institutional investment services for clients around the world.
- Stanford International Bank Limited
- Stanford Coins & Bullion, Inc.
- Stanford Group Company – Institutional Services
* Not all products and services are available in every country.