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CLIPPERTON SA - WEALTH MANAGEMENT - SION - SWITZERLAND

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    CLIPPERTON SA - WEALTH MANAGEMENT - SION - SWITZERLAND

    • Français
    • English
    • …  
      • Français
      • English
      • Français
      • English
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        • Our essence is to build partnerships with our clients

          We want to get to know the customers, to build the relationship with them over time, to contact them regularly. Our services are not only limited to wealth management but also bringing together economic players in the region, auditing investments, optimizing insurance and taxation, as well as presenting partnerships in the region.

        • Company

          Clipperton SA was created in 2018, in an environment where new tax transparency regulations require independent managers to stand out through their skills. Although young, our employees have over 60 years of cumulative experience in the investment markets.

           

          We were born with negative interest rates, a major paradigm shift that forces creativity in the search for returns. We have broadened our investment universe by bringing together a versatile team capable of generating value across all asset classes. This is particularly the case with real estate or investments in Swiss companies. These assets are inherently more illiquid than traditional assets, but they offer attractive returns as a compensation guide. For example, we bought a building with land next to Sion station in partnership with one of our clients. This is the kind of "club deal" that we offer as an investment to our clients.

           

          We are an active member of the SAAM- Swiss Association of Asset Managers. The code of conduct in the areas of ethics, professionalism and financial integrity dictated by these bodies insures client protection as well as confidentiality. In addition to that, we undergo regular audits and all transactions are being monitored to comply with stringent financial regulations such as the Anti-Money Laundering Act (AMLA).

        • Activities

          Our role as manager is to decipher the markets for our clients, identify the clearest opportunities and design investment solutions to better manage their financial wealth. We work with our clients in a spirit of partnership. It is about building a relationship of trust over the long term and this requires absolute transparency. By relying on these principles, we have succeeded in convincing many entrepreneurs and their companies to join us as clients for services ranging from optimized execution of forex, management of their cash and their portfolios of assets to putting our contacts in touch.

           

          Our range of activities stems from the fact that each client is unique and represents different needs and priorities. Therefore, each solution is customer specific.

           

          Clipperton's wealth management solutions will help you meet all the wealth management challenges you face today and in the future, as your needs change.

          Our services for private clients

          Our services for corporate clients

          Our Values

           

          • Confidentiality
          • Independence and transparency
          • Integrity
          • Understanding and respect
          • Performance

          Our Priorities

          • Listen to your needs
          • Understand your investment philosophy
          • Assess your risk profile
          • Set investment objectives
        • Our service providers

          Business may be about products and services; however, the most critical factor in the establishment of long-term business partnerships is linked to people. Clipperton is all about people and relationships developed over the long term through trust. Trust is built by offering our clients independent, tailored-made solutions, underlined by frequent and concise communication.

           

           

        • Contact

          46 Place du Midi

          1950 Sion

          Switzerland

          Email

          info@clipperton.ch

          +41 27 203 57 57

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