{"id":1378089,"date":"2024-07-19T18:06:48","date_gmt":"2024-07-19T16:06:48","guid":{"rendered":"https:\/\/www.multigroupfinance.ch\/gestion-de-fortune-lausanne-montreux-vevey\/"},"modified":"2024-12-04T10:28:51","modified_gmt":"2024-12-04T09:28:51","slug":"gestion-de-fortune-lausanne-montreux-vevey","status":"publish","type":"page","link":"https:\/\/www.multigroupfinance.ch\/en\/gestion-de-fortune-lausanne-montreux-vevey\/","title":{"rendered":"Wealth management"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; specialty=&#8221;on&#8221; bg_img_1=&#8221;https:\/\/www.multigroupfinance.ch\/wp-content\/uploads\/2024\/09\/gestion-de-formtune.jpg?_t=1727700160&#8243; use_background_color_gradient_1=&#8221;on&#8221; background_color_gradient_stops_1=&#8221;rgba(36,54,136,0.59) 0%|rgba(36,54,136,0.26) 100%&#8221; background_color_gradient_overlays_image_1=&#8221;on&#8221; padding_top_2=&#8221;100px&#8221; padding_left_2=&#8221;60px&#8221; disabled_on=&#8221;off|off|off&#8221; admin_label=&#8221;Feature&#8221; _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;bf01f292-6a2c-474f-9aa6-f54a1b4582d8&#8243; width=&#8221;100%&#8221; inner_width=&#8221;100%&#8221; overflow-x=&#8221;hidden&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; specialty_columns=&#8221;2&#8243; _builder_version=&#8221;4.16&#8243; background_color=&#8221;#393e56&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_row_inner custom_padding_last_edited=&#8221;on|phone&#8221; _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;87a62310-632e-470f-b4d4-94c0e22e6b5f&#8221; background_color=&#8221;#e5e1e0&#8243; use_background_color_gradient=&#8221;on&#8221; background_color_gradient_direction=&#8221;90deg&#8221; background_color_gradient_stops=&#8221;#ffffff 63%|#ededed 100%&#8221; custom_margin=&#8221;||120px|100px|false|false&#8221; custom_margin_tablet=&#8221;|||0px&#8221; custom_margin_phone=&#8221;&#8221; custom_margin_last_edited=&#8221;on|tablet&#8221; custom_padding=&#8221;80px|10%|80px|10%|true|true&#8221; custom_padding_tablet=&#8221;||||true|true&#8221; custom_padding_phone=&#8221;30px|30px|30px|30px|true|true&#8221; animation_style=&#8221;slide&#8221; animation_direction=&#8221;left&#8221; animation_intensity_slide=&#8221;5%&#8221; box_shadow_style=&#8221;preset4&#8243; box_shadow_horizontal=&#8221;-40px&#8221; box_shadow_vertical=&#8221;40px&#8221; box_shadow_color=&#8221;rgba(167,166,163,0.79)&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column_inner saved_specialty_column_type=&#8221;1_2&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_heading title=&#8221;MULTI GROUP FINANCE SA&#8221; _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;9d8af771-0204-4559-b1ee-a61b6536c085&#8243; global_colors_info=&#8221;{}&#8221;][\/et_pb_heading][et_pb_divider color=&#8221;#990F1A&#8221; divider_weight=&#8221;3px&#8221; _builder_version=&#8221;4.27.0&#8243; max_width=&#8221;60px&#8221; height=&#8221;3px&#8221; custom_margin=&#8221;||10px|&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_divider][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; header_2_font=&#8221;|600|||||||&#8221; header_2_font_size=&#8221;30px&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>Our team of experienced advisors<\/h2>\n<p>offers tailored financial strategies designed to meet your specific goals and needs. With proven expertise in wealth management, MULTI GROUP FINANCE SA stands out for its personalized approach and commitment to maximizing the growth of your assets.<\/p>\n<p>[\/et_pb_text][\/et_pb_column_inner][\/et_pb_row_inner][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.16&#8243; background_color=&#8221;#ffffff&#8221; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; padding_phone=&#8221;40px|10px|40px|10px||true&#8221; padding_tablet=&#8221;0px|||&#8221; padding_last_edited=&#8221;on|tablet&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_blurb title=&#8221;Wealth&#8221; image=&#8221;https:\/\/www.multigroupfinance.ch\/wp-content\/uploads\/2024\/10\/strategy.svg?_t=1727872242&#8243; icon_placement=&#8221;left&#8221; image_icon_width=&#8221;78px&#8221; icon_placement_tablet=&#8221;left&#8221; icon_placement_phone=&#8221;top&#8221; icon_placement_last_edited=&#8221;on|phone&#8221; module_class=&#8221;custom_bullets_wpcc custom_bullets_wpcc&#8211;check&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; header_font=&#8221;|700||on|||||&#8221; header_text_color=&#8221;#990F1A&#8221; header_font_size=&#8221;14px&#8221; header_letter_spacing=&#8221;1px&#8221; header_line_height=&#8221;0.7em&#8221; body_font=&#8221;||||||||&#8221; body_text_color=&#8221;#000000&#8243; body_line_height=&#8221;1.5em&#8221; body_link_font=&#8221;|||||||#243688|wavy&#8221; body_link_text_color=&#8221;#000000&#8243; body_link_font_size=&#8221;18px&#8221; body_ul_font_size=&#8221;17px&#8221; body_ul_line_height=&#8221;1.8em&#8221; background_enable_color=&#8221;off&#8221; custom_margin=&#8221;||16px||false|false&#8221; child_filter_hue_rotate=&#8221;30deg&#8221; child_filter_saturate=&#8221;76%&#8221; animation_style=&#8221;fade&#8221; animation=&#8221;off&#8221; hover_enabled=&#8221;0&#8243; header_font_size_tablet=&#8221;26px&#8221; header_font_size_phone=&#8221;17px&#8221; header_font_size_last_edited=&#8221;on|phone&#8221; custom_css_free_form=&#8221;h3{font-size: 28px; font-weight: 600; padding-top: 10px; padding-bottom: 20px}||&#8221; custom_css_blurb_title=&#8221;padding-top: 5px;padding-bottom: 0px;&#8221; border_color_all=&#8221;#c6c6c6&#8243; global_colors_info=&#8221;{}&#8221; background_color__hover=&#8221;#FFFFFF&#8221; background_enable_color__hover=&#8221;on&#8221; box_shadow_color__hover_enabled=&#8221;on|hover&#8221; box_shadow_color__hover=&#8221;rgba(0,0,0,0.2)&#8221; height__hover_enabled=&#8221;on|desktop&#8221; background__hover_enabled=&#8221;on|desktop&#8221; sticky_enabled=&#8221;0&#8243;]<\/p>\n<h3>Management<\/h3>\n<ul>\n<li><a href=\"#gestion-portefeuille\">Portfolio Management<\/a><\/li>\n<li><a href=\"#strategies-financieres\">Financial Strategies<\/a><\/li>\n<li><a href=\"#selection-opportunites\">Selection and Opportunities<\/a><\/li>\n<li><a href=\"#conseil-actif\">Investment Advisory<\/a><\/li>\n<\/ul>\n<p>[\/et_pb_blurb][et_pb_button button_url=&#8221;#contact&#8221; button_text=&#8221;Use our services&#8221; button_alignment=&#8221;left&#8221; 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prev_background_color=&#8221;#ffffff&#8221; next_background_color=&#8221;#ffffff&#8221; admin_label=&#8221;Vision&#8221; _builder_version=&#8221;4.27.0&#8243; use_background_color_gradient=&#8221;on&#8221; background_color_gradient_stops=&#8221;rgba(36,54,136,0.44) 0%|rgba(36,54,136,0.66) 100%&#8221; background_color_gradient_overlays_image=&#8221;on&#8221; background_image=&#8221;https:\/\/www.multigroupfinance.ch\/wp-content\/uploads\/2024\/07\/Multifiduciaire_0008.jpg?_t=1721655891&#8243; parallax=&#8221;on&#8221; custom_margin=&#8221;80px||||false|false&#8221; custom_margin_tablet=&#8221;0px||||false|false&#8221; custom_margin_phone=&#8221;0px||||false|false&#8221; custom_margin_last_edited=&#8221;on|tablet&#8221; custom_padding=&#8221;90px||90px||true|false&#8221; custom_padding_tablet=&#8221;50px||50px||true|false&#8221; custom_padding_phone=&#8221;50px||50px||true|false&#8221; top_divider_style=&#8221;wave2&#8243; top_divider_height_tablet=&#8221;40px&#8221; top_divider_height_phone=&#8221;40px&#8221; 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global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; module_id=&#8221;audit-lba&#8221; _builder_version=&#8221;4.27.0&#8243; background_color=&#8221;RGBA(255,255,255,0)&#8221; custom_padding_tablet=&#8221;40px|||&#8221; custom_padding_phone=&#8221;40px|||&#8221; custom_padding_last_edited=&#8221;off|desktop&#8221; animation_style=&#8221;slide&#8221; animation_direction=&#8221;left&#8221; box_shadow_style=&#8221;preset1&#8243; global_colors_info=&#8221;{}&#8221; padding_tablet=&#8221;40px|||&#8221; padding_last_edited=&#8221;on|phone&#8221; custom_padding__hover=&#8221;|||&#8221; padding_phone=&#8221;40px|||&#8221;][et_pb_blurb title=&#8221;Wealth management&#8221; module_id=&#8221;gestion-portefeuille&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; header_level=&#8221;h2&#8243; header_font=&#8221;|700||on|||||&#8221; header_text_color=&#8221;#990F1A&#8221; header_font_size=&#8221;14px&#8221; header_letter_spacing=&#8221;1px&#8221; background_color=&#8221;rgba(255,255,255,0.85)&#8221; custom_margin=&#8221;||40px||false|false&#8221; custom_padding=&#8221;40px|40px|40px|40px|true|true&#8221; custom_css_free_form=&#8221;h2{font-size: 30px; font-weight: 600}&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2 style=\"text-align: left;\"><span>Portfolio Management<\/span><\/h2>\n<hr style=\"max-width: 20%; height: 3px; border: none; color: #990f1a; background-color: #990f1a; margin-left: 0; margin-bottom: 12px;\" \/>\n<p>Policy of tailor made solutions is central to our relations with the clients. Our experience says wealth management has a broad framework but therein each case has its unique circumstances. We analyse the finer points of individual case, then develop solutions according to specific requirements.<\/p>\n<p>Wealth is permanently influenced by market conditions, business environment and taxation. These complex factors are volatile and any change may require swift action. We keep a constant watch on them to give timely and appropriate advice.<\/p>\n<p>[\/et_pb_blurb][et_pb_blurb title=&#8221;Wealth management&#8221; module_id=&#8221;strategies-financieres&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; header_level=&#8221;h2&#8243; header_font=&#8221;|700||on|||||&#8221; header_text_color=&#8221;#990F1A&#8221; header_font_size=&#8221;14px&#8221; header_letter_spacing=&#8221;1px&#8221; body_link_text_color=&#8221;#000000&#8243; body_ul_line_height=&#8221;1.2em&#8221; background_color=&#8221;rgba(255,255,255,0.85)&#8221; custom_margin=&#8221;||40px||false|false&#8221; custom_padding=&#8221;35px|40px|10px|40px|false|true&#8221; custom_css_free_form=&#8221;#strategies-financieres ul{padding-top: 12px;}&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2 style=\"text-align: left;\">Financial Strategies<strong><br \/>\n<\/strong><\/h2>\n<hr style=\"max-width: 20%; height: 3px; border: none; color: #990f1a; background-color: #990f1a; margin-left: 0; margin-bottom: 12px;\" \/>\n<p>MULTI GROUP FINANCE SA proposes an investment strategy elaborated for you according to your needs. Your capacity to tolerate the financial risks and the duration of investments are important decisional factors.<\/p>\n<p>On this basis we offer five profiles of strategic asset allocation representing on an ascending scale the capacity to tolerate risks:<\/p>\n<ul>\n<li><strong>Income strategy<\/strong>\u00a0focused on preservation of principal and safe return, very low risk tolerance<\/li>\n<li><strong>Yield strategy<\/strong>\u00a0for regular returns on the investment, low risk tolerance<\/li>\n<li><strong>Balanced strategy<\/strong>\u00a0for gradual growth of the capital, average risk tolerance<\/li>\n<li><strong>Growth strategy<\/strong>\u00a0aimed at medium and long term growth of capital, high risk tolerance<\/li>\n<li><strong>Equity strategy<\/strong>\u00a0aimed at long term growth of capital, very high risk tolerance<\/li>\n<\/ul>\n<p>[\/et_pb_blurb][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; module_id=&#8221;audit-lba&#8221; _builder_version=&#8221;4.26.0&#8243; background_color=&#8221;RGBA(255,255,255,0)&#8221; animation_style=&#8221;slide&#8221; animation_direction=&#8221;left&#8221; box_shadow_style=&#8221;preset1&#8243; global_colors_info=&#8221;{}&#8221; padding_tablet=&#8221;40px|||&#8221; padding_last_edited=&#8221;on|phone&#8221; custom_padding__hover=&#8221;|||&#8221; padding_phone=&#8221;40px|||&#8221;][et_pb_blurb title=&#8221;Wealth management&#8221; module_id=&#8221;selection-opportunites&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; header_level=&#8221;h2&#8243; header_font=&#8221;|700||on|||||&#8221; header_text_color=&#8221;#990F1A&#8221; header_font_size=&#8221;14px&#8221; header_letter_spacing=&#8221;1px&#8221; background_color=&#8221;rgba(255,255,255,0.85)&#8221; custom_margin=&#8221;||40px||false|false&#8221; custom_padding=&#8221;40px|40px|40px|40px|true|true&#8221; custom_css_free_form=&#8221;h2{font-size: 30px; font-weight: 600}&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2 style=\"text-align: left;\">Selection and Opportunities<\/h2>\n<hr style=\"max-width: 20%; height: 3px; border: none; color: #990f1a; background-color: #990f1a; margin-left: 0; margin-bottom: 12px;\" \/>\n<p>An investment process may be fundamentally defined as ability to make an investment to obtain highest possible gain at minimum possible risk. To achieve this goal, continuous monitoring of financial markets is required to access relevant data and information. We know to assess the influence of economic and socio-political environment and human behaviour on financial markets.<\/p>\n<p>Information gathering by itself is not sufficient. The crux of investment process is the analysis of this information to recognise opportunities and seize them before others. As well in the dynamic world of finance, we have to read between the lines to know the danger signals and make immediate appropriate corrections.<\/p>\n<p>We are particularly well equipped for research of bonds, shares and derivatives, in the developed and emerging markets. Our analysis privileges the verification of industry growth on the long term, the strategic perspectives of the company, the quality of the management and his commitment to \u201cshareholder value\u201d.[\/et_pb_blurb][et_pb_blurb title=&#8221;Wealth management&#8221; module_id=&#8221;conseil-actif&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; header_level=&#8221;h2&#8243; header_font=&#8221;|700||on|||||&#8221; header_text_color=&#8221;#990F1A&#8221; header_font_size=&#8221;14px&#8221; header_letter_spacing=&#8221;1px&#8221; background_color=&#8221;rgba(255,255,255,0.85)&#8221; custom_margin=&#8221;||40px||false|false&#8221; custom_padding=&#8221;40px|40px|40px|40px|true|true&#8221; custom_css_free_form=&#8221;h2{font-size: 30px; font-weight: 600}&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2 style=\"text-align: left;\">Investment Advisory<br \/>\n<\/h2>\n<hr style=\"max-width: 20%; height: 3px; border: none; color: #990f1a; background-color: #990f1a; margin-left: 0; margin-bottom: 12px;\" \/>\n<p>For clients who prefer to manage their assets actively by themselves and keep the decision on the management of their portfolio but in benefiting specialised service, we provide adequate support. You can have exchange of ideas and fiancial information with our managers and reserve your final decision.<\/p>\n<p>We can inform you on real time of the tendencies and of the activities on the financial markets and in particular of the securities which compose your portfolio.[\/et_pb_blurb][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;9px||22px|||&#8221; global_module=&#8221;1377481&#8243; saved_tabs=&#8221;all&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row use_custom_gutter=&#8221;on&#8221; make_equal=&#8221;on&#8221; custom_padding_last_edited=&#8221;on|tablet&#8221; _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;default&#8221; width=&#8221;94%&#8221; max_width=&#8221;100%&#8221; custom_padding=&#8221;0px||20px||false|false&#8221; custom_padding_tablet=&#8221;||0px||false|false&#8221; custom_padding_phone=&#8221;&#8221; pac_drh_column_numbers_tablet=&#8221;pac_drh_tab_col_two&#8221; 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background_enable_color__hover=&#8221;on&#8221; box_shadow_color__hover_enabled=&#8221;on|hover&#8221; box_shadow_color__hover=&#8221;rgba(0,0,0,0.2)&#8221; height__hover_enabled=&#8221;on|desktop&#8221; background__hover_enabled=&#8221;on|desktop&#8221;]<\/p>\n<p>Bond<\/p>\n<p>[\/et_pb_blurb][\/et_pb_column][et_pb_column type=&#8221;1_4&#8243; _builder_version=&#8221;4.18.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_blurb title=&#8221;Tracker&#8221; image=&#8221;https:\/\/www.multigroupfinance.ch\/wp-content\/uploads\/2024\/10\/tracker_equity.svg?_t=1727873035&#8243; icon_placement=&#8221;left&#8221; image_icon_width=&#8221;78px&#8221; module_id=&#8221;conseils&#8221; module_class=&#8221;service-entreprise&#8221; _builder_version=&#8221;4.27.0&#8243; _dynamic_attributes=&#8221;link_option_url&#8221; _module_preset=&#8221;default&#8221; header_level=&#8221;h2&#8243; header_font=&#8221;|700||on|||||&#8221; header_text_color=&#8221;#990F1A&#8221; 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