Trafalgar Wealth Management

A true alternative in the world of Swiss private banking

Trafalgar offers its own asset management advice combined with a disciplined investment approach, it can also delegate mandates to its banks – as individual or as standardised mandates, depending on the client’s risk profile and preferences.

The range is from very conservative profiles with low-risk directives, to more dynamic portfolios with higher performance expectations.

Trafalgar offers all the typical banking services such as account openings and maintenance, administration and professional monitoring, establishing of offshore structures such as the Marshall Islands’ companies, trusts and foundations etc.

Additionally, Trafalgar’s clients find access to a wide network of business partners with indepth knowledge and expertise in the fields of private equity, real estate, investment funds, hedge funds and structured products.

Trafalgar’s professional approach, its dedicated client focus, and independency are the key to long-term successful co-operation, and will make you the feel like you are in good hands. Let Trafalgar welcome you to their premises in Zürich to discuss your financial background – it could be a first step towards a beneficial partnership – as a true alternative in the world of Swiss private banking.