Investment Management and Advisory
ALVE’s core activity is to provide tailor made global investment strategies for our clients’ savings, with a strong focus on fixed income and precious metals.
Typically, clients have a long term investment horizon and entrust ALVE with their savings. Consequently, our clients value the capital protection, low volatility and cash flow generated by fixed income investments and prioritize these benefits over stellar investment returns.
All assets always remain in the name and on the existing account of the client. On these accounts ALVE will have a limited mandate (PoA) to buy and sell securities.
Wealth and Tax Planning
By drawing on our network of external specialists and lawyers, ALVE has the ability to support its clients in all financial matters and provide advice in areas such as: Wealth Structuring, Succession Planning, Fiduciary Services and Tax Consulting.