SWISS INDEPENDENT ASSET MANAGER
Our Services
Every client who comes to Q Wealth brings a different set of circumstances - a different family structure, a different jurisdictional footprint, a different vision for what their wealth should achieve. Our services are a framework we adapt, combine, and deploy around you, drawing on three decades of experience managing complex, cross-border wealth for families who expect more than a standard solution.
Portfolio Management
We construct and manage diversified portfolios tailored to each client’s objectives, risk profile, and time horizon. As an independent External Asset Manager, we operate on fully open architecture: every instrument, fund, and manager is selected on merit from the whole of the market, never from a house product shelf. This gives our clients access to institutional-grade opportunities across global equities, fixed income, and alternative investments.
Your assets remain in your own name at an independent custodian bank, managed under a limited power of attorney, with consolidated reporting and continuous oversight. You retain full ownership and visibility at all times, and the strategy you agreed remains the strategy being executed.
Wealth Planning
Sound wealth planning goes beyond investment returns. We build a comprehensive roadmap covering retirement structuring, tax efficiency, estate planning, and intergenerational wealth transfer, ensuring every decision serves both the present and the generations that follow.
For families whose assets, businesses, and members span jurisdictions, we map the full picture before recommending anything, then design a plan in which every element works together: how wealth is held, how it passes to the next generation, and how it stays protected as laws and circumstances evolve. Through the wider Q Group, trust, structuring, and international tax expertise are available within a single relationship, so the plan is genuinely whole.
Risk Management
Risk is not something we avoid; it is something we take deliberately, measure precisely, and manage continuously. We assess concentration, currency exposure, liquidity, counterparty quality, and drawdown potential across every position and the portfolio as a whole, and test each strategy against adverse scenarios before it is implemented.
You should never discover a risk during a crisis: you should know it was identified, sized, and accepted long before. With no balance sheet to defend and no inventory to place, our risk decisions serve one outcome only, yours. Enduring wealth is rarely the product of spectacular years. It is built by avoiding the unrecoverable ones.
Client Advisory
Clients have direct access to experienced advisors who provide clear, unconflicted guidance across investments, strategic planning, and the full range of circumstances that significant wealth brings. The person you meet on day one is the person who advises you in year ten; your advisor knows your portfolio, your structures, and your family’s history, and that accumulated understanding shows in every recommendation.
Many relationships within Q Group have lasted decades and now extend to the next generation. We are there at the moments that define a financial life: the sale of a business, a liquidity event, relocation to a new jurisdiction, and as an independent second opinion on any proposal you receive.
A Different Kind of Wealth Manager
Thirty years of working alongside high net worth families has taught us one thing above all: that significant wealth is never straightforward. It spans borders, evolves across generations, and carries complexity that demands genuine expertise, not generic solutions.
Q Wealth was built to meet that complexity head-on, with bespoke mandates, long-horizon thinking, and the kind of deep client understanding that only comes from relationships measured in decades, not transactions.