We bring Swiss precision to asset management, providing bespoke investment solutions, developed in cooperation with leading Swiss banks and renowned financial institutions. Our strategic location and credentials, ensure access to premium financial products and markets, both locally and globally.

Columbus Private collaborates with top-tier Swiss banks and globally recognized
financial institutions. This collaboration allows us to offer our clients exclusive
investment opportunities and sophisticated financial instruments, typically reserved
for institutional investors. These partnerships enhance our ability to deliver
comprehensive and cutting-edge investment strategies.

We offer comprehensive advice on investment banking. We specialise in all
securities market operations (including, among others, securities brokerage as well
as design and trading of financial derivatives). 

We conduct all money market operations and manage funds – including the so-called
high-risk funds. For our clients, we provide tailored, innovative and performance-
driven investment solutions. With access to leading financial institutions and a
specialized team committed to aligning with your financial interests, we offer a
unique opportunity to engage with the Swiss and global markets.

We provide comprehensive consultancy related to raising capital on the financial market. We indicate potential directions of development along with possible legal solutions. We effectively support our clients in obtaining funds from traditional and alternative sources, ensuring legal security and support in achieving new business goals.

We support our clients in setting up effective succession planning structures and legal vehicles, with the use of the laws of various jurisdictions. We specialize in
family succession planning concerning valuable business assets, such as operating
companies and real estate.

We create individualized succession models based on comprehensive intergenerational property transfer services, considering all aspects—legal, tax, economic, business and insurance.

We provide guidance on creating a personalized Family Constitution that reflects the family’s values, beliefs, and current goals. This document outlines the principles for running the business and managing all professional and economic relationships between family members.

We help establish family protocols and work to ensure the sustainability of the family business through appropriate regulations and legal solutions.

We assist in the creation and development of various forms of social activities,
enabling our clients, both individual and business, to achieve their philanthropic
goals. Our services include comprehensive advice, help in establishing and managing charitable funds, and support in creating and managing foundations.

A comprehensive and personalized service created for the most demanding
customers. We offer exclusive specialist assistance, providing ongoing support in all
the most important aspects of our clients’ professional and private lives.

Our offer is a response to the ever-changing needs of our client. Range of concierge
services offered:

Real estate

• Administration of ongoing property-related charges
• Audit of insurance policies
• Contact and day-to-day cooperation with the administrator

Lifestyle Management

• Ticket booking
• Trip organisation
• Car hire
• Holiday property rental
• Hotel reservation
• Payment of personal financial commitments, including current bills, insurance, credit card repayment and liaising with card issuers (American Express, Visa, MasterCard)
• Correspondence handling
• Keeping records of costs according to a set pattern
• Ensuring timely contacts with authorities (taxes and duties), insurers (policies), car services (inspections)

We offer comprehensive advisory services to high-net-worth individuals on the
sale of business assets, ownership structures, and real estate investments.
Our expertise extends to trust funds, foundations, and financial and insurance
products. Additionally, we provide advice on enhancing the tax security of
businesses. Our firm has experience in designing tax structures for charities
and non-profit organizations and handling tax issues related to the acquisition,
storage, and sale of cultural assets and works of art.

Columbus Private Suisse SA has broad experience in performing legal audits, identifying legal risks, advisory in relation to assuring the compliance of internal regulations and agreements with the currently applicable provisions of law and developing and implementing ethical codes and whistleblowing programs.