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.

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).