Bendio Wealth Management

Somos un gestor de fondos suizo con presencia en Latinoamérica, ofreciendo acceso a banca privada de primer nivel.

General Information
Company Name
Bendio Wealth Management
Founded Year
2012
Location (Offices)
Zurich, Switzerland +1
Founders / Decision Makers
Number of Employees
8
Industries
Finance, Financial Services, Wealth Management
Funding Stage
-
Social Media

Bendio Wealth Management - Company Profile

Bendio Wealth Management is a Swiss asset manager with a presence in Latin America, offering access to top-tier private banking. With over 30 years of experience, it is regulated in Switzerland and specializes in providing independent investment management and comprehensive wealth advisory services. The company's focus lies in diversifying, growing, and preserving clients' assets for their and their families' futures.

Their services include Wealth Management, which involves proactively and personally managing investments with rigorous risk control, offering stability and peace of mind. Additionally, they provide Family Office services, collaborating with entrepreneurs, business owners, and families to address complex issues from various perspectives such as international tax planning, succession or inheritance structuring, asset protection, and family governance.

Furthermore, Bendio offers quantitative strategies, granting access to their algorithmic strategies for diversification and attractive returns regardless of market behavior. They also facilitate access to private investments in exclusive sectors like real estate, new technologies, and commodities. Additionally, the company provides access to private investments for obtaining a new tax residence in Europe intelligently, considering the well-being of the entire family.

Founded in 2012 and headquartered in Switzerland, Bendio Wealth Management presents a compelling proposition with its extensive experience and diverse range of wealth management services.

Taxonomy: Wealth Management, Private Banking, Investment Management, Family Office, Tax Planning, Succession Planning, Quantitative Strategies, Private Investments, International Taxation, Asset Protection, European Residency, Financial Advisory, Regulated Fund Management

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