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Advisory services

A single gateway to ideas & markets

ASW has designed a simple, yet comprehensive set of advisory solutions to support clients who wish to take a more active role in the investment and management of their wealth. The aim is to enable you to benefit from the full breadth of our long-term focused investment expertise, with investment solutions tailored to your specific needs.

A tailor-made level of service

We know that different levels of service are required at different moments in time. For this reason, you can choose from four different levels of service: Access, Advanced, Direct and Expert.

Your partner of choice

In our role as trusted Wealth Management Partner, our core activity consists in accompanying you throughout the lifecycle of the investment process, leaving you the flexibility to define your degree of involvement. While you decide the scope of advice, interaction and monitoring, our solutions shelf has been designed to ensure that you understand and are comfortable with the investment strategy and decisions discussed.

Advice in line with our House View

In order to provide you with timely advice and keep you current on market developments, we constantly analyze the macroeconomic and technical landscape.

Our investment advice is based on the scenarios set out by our experts and strategists in House and on the analysis conducted by our asset-class specialists.

Our insights provide you with implementable investment ideas across all asset classes based on the latest market developments.

Open-platform

We offer a wide range of options for implementation. Furthermore, our open-platform approach ensures that you get access to best-in-class investment solutions from both in-house and third-party providers.

Our experts

New York

Advisory Services

ASW

+1 332 205 6058

info@alpha-sw.com