Based near Geneva, Switzerland, and fully regulated for Swiss Insurance activity by FINMA and for Investment Services to Qualified Investors by SRO PolyReg, RDConsultancy brings together a group of partners with proven professional track-records individually built up over 40 years in the management of major financial organisations based in Europe, the USA and Asia.
We have an extensive client list that includes High Net Worth Individuals and Expatriate Executives, and additionally we assist HR departments from leading Corporations, Commodity Trading Houses and Hedge Funds in finding fully compliant and tax-efficient solutions which are best suited to their multinational employees. We are pleased to assist all qualified investors who seek direct, and perhaps most importantly, unbiased advice on their financial situation.
Our goal is to give a tailor-made and completely neutral investment advisory service which covers both local and future requirements. We can offer Qualified Investors a Non-Discretionary Portfolio Management service using a major Swiss bank as depository, together with Swiss-compliant Insurance-based investments. Complementary to the portfolio management advice, our organisation has considerable expertise in Structured Products, and can provide Capital Protected Investments to suit both the individual and corporate profile.
Futhermore we provide financial reviews and resultant pro-active solutions to our clients in order for them to restructure and above all protect their savings and wealth in these very uncertain and demanding markets.
It is our aim to capitalise on an extensive network of professionals and provide both individual and corporate entities with an efficient, personalised and reliable solution to their needs. We believe that all our clients deserve a high quality service, with a designated account manger who listens, learns and adapts. Our multilingual experts are ready to assist in tailoring solutions across the range of our expertise, and the renown of Swiss quality and service remains our benchmark.
We are initially best contacted either by telephone on +41 79 447 3315
or via email addressed to firstname.lastname@example.org
Licensed in Switzerland under FINMA # 10832 for Insurance Driven Solutions and regulated by SRO PolyReg for AML Compliance to "Opt-In" Qualified Investors and PolyAsset for Asset Management activity