Serving worldly, wealthy individuals and families.
We make access to global wealth easier. Being a boutique consultancy firm, we deliver customized, unique solutions to our clientele.
A&M Finance Group
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BEYOND BORDERS
We specialize in providing tailor-made consultancy services to global citizens.
Global Citizens while being proud citizens of their home countries, are increasingly global in their presence, thinking and activities.
Our focus is to deliver financial services that protect and grow their wealth worldwide.
Wealth
services
Everything we do is designed to help protect and grow wealth. To address our clients’ increasingly global needs, we provide an expertise in investment and wealth planning services that cross borders.
Built around you and your wealth
We customize our offering to the needs of you and your family.
Investments
Discretionary portfolios spanning equity, fixed income, and multi-asset class. Open architecture platform of strategies from third-party managers.
Alternative investments
Discretionary portfolios spanning equity, fixed income, and multi-asset class. Open architecture platform of strategies from third-party managers.
Sustainable investing
Portfolios that align with your personal values and seek societal benefits while pursuing competitive risk-adjusted returns.
Portfolio analytics
Institutional-caliber advice in relation to your portfolio construction, risk management and investment strategy.
Trust & wealth planning
Efficient wealth structuring that helps to preserve your life’s achievments and perpetuate your legacy.
Philanthropy
Individually designed philanthropic strategies that aim to create meaningful impact and a lasting legacy
Taxes
Comprehensive tax advice for individuals and legal entities. ​
- Optimize and minimize your tax exposure. ​
- Advice on property gains and special taxes​
- Company foundations, restructuring, holding structures
Insurance solutions
Extensive risk management solutions for corporate and private clients designed to protect you and your investments, whatever form your interests take.
Home financing
Customized financing to purchase a new residence, refinance an existing mortgage, or creating liquidity from your real estate holdings.
Property mandate
Search mandate to find the right investment property, guiding you through every step until the conclusion of the transaction.​
​Access to off-market properties, different valuation methods, and construction experts to maximize your return on investment.
ONE GLOBAL TEAM
Working closely with our clients and global partner network, A&M offers access to the world's most sophisticated services for wealth.
A&M
Switzerland
Winterhaldenstrasse 3
4665 Oftringen
062 791 Â 36 36
FINMA
Registration Number
31181