Overview

Who We Are

Emerald Management is a dedicated service provider with you at its core. Our founders are a group of experienced entrepreneurial bankers with a strong knowledge of banking and asset management, and a vast network of like-minded professionals in the world of finance and beyond.

Our key values are:

– Deliver on promise
– Professionalism
– Integrity
– Team Spirit
– Respect for the individual

Our principal aim of is to meet and exceed these values by delivering an innovative and discreet service to individuals, families and incorporated entities.

Established and based in Switzerland, among Emerald’s key strengths is the ability to manage clients from all parts of the globe.

Emerald Management SA is a Swiss incorporated Independent Asset Manager (IAM), and thereby is able to benefit from collaboration with various custodian banks in Switzerland. As a result of this, Emerald’s clients benefit from exclusive access to a comprehensive range of services and product solutions, while benefiting from the expertise and ongoing relationship with Emerald. Our custodian banking partners have been selected on the basis of their size, reputation, efficiency and expertise in helping us meet your needs.

The key focus area for Emerald is investment advice, supported by banking, lending and financial planning services. We manage clients with liquid assets of at least USD 2 million available for investment.

Emerald is proud to draw together a unique and dedicated wealth management unit, where all the client facing team are qualified to international standards, and thus can meet with your ever evolving needs.

Our Third Party custodian banks:

Reputable custodian banks have been selected as partners for Emerald Management. They have been selected based on their size, reputation, experience of working with independent asset managers, and the efficiency of their operations.

These principal custodian relationships have been established for the purposes of diversification, and to ensure that the platform provider arrangements remain competitive for you the client in the medium to long term. They also provide our clients with an enviable choice of products and services, in a manner truly befitting of an independent approach to banking and asset management.

We will be happy to provide you with accounts from more than one of our custodians where appropriate.

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About Us

We Put You First

For many clients, benefiting from the comfort of a strong custodian bank, and truly personalised investment advice is merely a dream. Emerald Management brings this dream to reality.

Combining this with the strength and expertise of our chosen jurisdictions, we are happy to introduce you to our dedicated banking and asset management services.

The result: We put you first

We will take responsibility for and facilitate the opening of your accounts with our chosen custodian banks; we will then manage your affairs in a manner that suits your needs.

Our passion is for the delivery of bespoke investment management, banking and financial planning services to a limited number of clients; clients who know the benefits of building a relationship based on trust, integrity and expertise.

We will never try to be all things to all people; we will simply strive to be what our select clientele desire – trusted financial confidants and advisers who really want to meet their expectations.

We always take the time to discuss and fully understand your financial desires and needs at the outset of the relationship. Only then can we give you the right advice and offer an investment approach that best suits your plans and your appetite for investment risk. This investment profile may change as your objectives evolve, or as you move through the different stages in your life. We want to be there by your side when these changes occur to guide you. We will review your profile regularly to ensure it reflects what you desire.

Whether you are a novice or a professional investor, we will be happy to discuss your requirements, and see how Emerald Management can be of assistance.

Our independence means that we can leverage our relationships with the custodian banks to your advantage. Your accounts and investments will be held with these banks, yet you will benefit from our investment advice and relationship management; you will benefit from the best of both worlds.

With access to the comprehensive universe of the products and solutions of our custodian banks, we are readily able to manage your affairs, in a discreet and dedicated manner. Our experienced investment professionals are able to draw upon a vast array of international research and portfolio modelling tools to assist in the management of your assets. This, together with some of the best technology, allows us to continually assess the world’s fast changing financial markets and geopolitical climate – giving you access to the most up-to-date advice possible, and letting us quickly adapt to change if necessary.