Services

Financial investment advice

Depending on your life goals, liquidity needs and risk tolerance, we define customized solutions and provide you with the best possibile investment advice. We also optimize financial , fiscal and juridical planning.

Financial analysis and research

Strategic advice

Investment governance

Daily market monitoring

Recommendations and portfolio monitoring

Asset management with mandate

We are completely independent from  banking institutions, but work closely with them.

The process is simple: there is no need to change banks when you entrust us with the management of your portfolio.

Your asset manager in Geneva and Chur

Our two offices allow us to meet our clients throughout Switzerland.

We answer all your questions in English, German, French, Italian, Spanish, Portuguese and Romansh.

Our specialists in portfolio management and financial analysis can provide you with the best advice for your financial investments.

Institutional and private clients

We offer personalized and efficient services to private and institutional clients.

RESCAD: an independent intermediary

Investment funds for qualified investors

rescad sa fonds-d-investissement-suisse-pacta-20

Since 2019, our two funds for accredited investors have proven to be very successful.

Managed and administered in-house, these funds allow us to quickly offer interesting investments to our private and institutional clients.

Rescad SA - investment funds swiss fonds d investissement suisse pour investisseur qualifie

Philanthropy

A philanthropic commitment can take many forms:

One-time financial donation

Regular contributions to natural or legal persons

Regular allocations for specific projects through reputable organizations

In addition to advice on the contribution of donations, RESCAD advises you:

  • in strategy and organization of a philanthropic institution ;
  • in strategic asset allocation, based on the annual contribution target.

Through its network of contacts in the philanthropic field in Switzerland, RESCAD can find partners to help you realize your projects.

RESCAD was originally created to be an asset management company independent from banks to be able to continue managing the assets of philanthropic foundations.

Family Office Wealth Management

Thanks to its independence, RESCAD offers to clients with global and international assets, a family office model without conflicts of interest as to the investment strategy and diversification of investment risks, as to the choice of bank custodians, to the consolidation of performance as well as with a complete and detailed reporting and the selection of external asset managers.

Through its network of relations in the philanthropic field in Switzerland, Rescad finds you partners to carry out your projects.

Our expertise and knowledge in the asset management industry offers our clients very efficient solutions.

RESCAD SA - gestion de patrimoine Family Office family office investment manager

RESCAD

Your partner for Asset Management, Financial Advisory, Family Office and Philanthropy.

RESCAD is a company authorized and regulated by FINMA (Swiss Financial Market Supervisory Authority), and a specialist in providing independent financial solutions with a core competency in Asset Management, Financial Consultancy, Family Office and Philanthropy.

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