We advise.
We invest.
Supporting you in growing the long-term value of your assets in line with your personal goals and preferences.
Wealth check
A thorough portfolio review with tailored advice for optimization, aligned with your financial goals.
Custodian bank selection
Help with selecting the most suitable custodian banks through privileged and unique LUWEA connections.
Bespoke investment portfolio
LUWEA-advised portfolios designed around your unique goals, risk appetite, and financial situation. Independent and unbiased, with a strong focus on world-class companies, top-performing boutique managers, and alternative investments to unlock long-term value.
Consolidated reporting
A complete overview across custodian banks, representing your entire wealth situation.
Bringing your Wealth into harmony with your goals, aspirations, and long-term vision.
A holistic wealth strategy aligned with your aspirations
Design and implementation of a personal wealth strategy, based on a holistic approach, that considers various financial and non-financial aspects of your overall situation.
Your personal Chief Investment Officer
Creation of a tailor-made asset allocation strategy and your personal investment committee, selection of the most suitable financial partners (banks, asset managers) and coordination with existing ones. Taking care of oversight, negotiations, and execution.
Expert investment advice, uniquely tailored for you
Personalized, unbiased investment advice, covering most asset classes, with a strong focus on world-class companies, top-performing boutique investment managers, and alternative investments.
Expand your investment edge by exploring exclusive investment opportunities
We offer exclusive investment opportunities accessible only through LUWEA’s expertise and network. Exclusivity and access to high-quality deals enhance investment diversification, increase returns, and provide strategic advantages.
Tailor-made, consolidated Wealth Report
Encompassing a comprehensive overview of the entire financial situation, supplemented by data derived from our analytical assessments.
Constructing and executing strategies that organize, optimize, and protect your wealth for the current and future generations.
Wealth Structuring Services
Coordinating tax and estate planning, selecting the right legal structure (e.g. company, trust, foundation), and designing the optimal governance.
Credit/Financing
Support in finding borrowing solutions and other related financial products depending on the overall financial plans, ideal for company owners, real estate investors, and those seeking a sophisticated strategy for managing investments, funding, and liquidity.
Art/Philanthropy
Suitable for clients who are interested in integrating their passion for art, or their commitment to a charitable cause, into their overall wealth management strategy. We help clients navigate complexities related to art ownership and philanthropy.