YOUR LIGHT TO
GUIDE YOU
THROUGH TROUBLED
WATERS

ABOUT US

Twenty years of experience in finance and business advisory services has taught us that the best way to make good decisions is to have a lot of information and share them with qualified professionals to filter out the right ones from the wrong ones.

Our time is full of information, you know really choose those that are right for you?

We are a group of professionals who want to pursue the goal of a healthy return and transparency in decision-making. We know the difficulties of our time, but we learned that it is possible to achieve our goals.

We are aware that the system constrains your choices according to the logic unfair and tries to force you to comfortable way to him: we set ourselves as an alternative and that\’s why we decided to operate in a country that can guarantee freedom and individual choice in the field financial opportunistic without straps.

SOLUTION

Victoria AM&AD offers an alternative to the more traditional bank offerings. Our business model is centred around the search for solutions for private and institutional clients, and listed below are the possible solutions we have to offer:

Investment:

  • Portfolio management (OAD-FCT certified)
  • SICAV.
  • Unit-linked insurance policy with withholding agent
  • Real-estate products
  • Structured products

Finance:

  • Advisory services for the relocation of production and not in conjunction with partners of primary importance.
  • Venture capital activities.
  • Private placement.

Corporate:

  • Advisory services for the relocation of production and not in conjunction with partners of primary importance.

Private wealth management

VICTORIA draws on the expertise of
financial professionals who have been
working for over 20 years with ...

VICTORIA draws on the expertise of financial professionals who have been working for over 20 years with the retail and private customers in the continuous research and development of products for capital preservation; always with the common goal of being able to give the customer a fair and transparent product without false promises, taking advantage of the latest technologies and the possibility that Swiss market regulations permit the limits and desires of our customers.

In this way VICTORIA becomes the perfect partner for customers who really want to think about their future with confidence, through asset management that is highly specialized and customized, and using the normal banking channels in safety and in accordance with the regulations.

For this reason there are no predetermined limits but buildable without restrictions of time or commission, without constraints of product or market.

We care about your future, because it's also our future.

Institutional Clients

Victoria acts as an exclusive distributor
of financial instruments for institutional
customers, through a careful ...

Victoria acts as an exclusive distributor of financial instruments for institutional customers, through a careful analysis of the best investment opportunities, with a view to being able to offer highly innovative instruments unrelated to the dynamics of the financial markets, through partners of primary importance; with particular attention to the real estate, private equity and venture capital sectors.

APPROACH

VICTORIA first undertakes a study of the financial situation of the client, followed by an analysis of needs and investment objectives of the client, so as to clearly identify the solutions and the appropriate financial instruments that will achieve the optimal results. VICTORIA can focus on the optimal results because of its independence, thus avoiding any partiality in advice due to exclusive relationships.

THINK
outside
the
BOX

The analysis will assess the customer’s total assets, as well as present and future sources of income, through quantitative and qualitative tools: this creates a risk and return matrix in regard to what is known as dynamic risk management, and determines the level of managerial efficiency in terms of promoting the investment goals and the impact of costs. We continue to verify asset allocation so as to highlight any areas for improvement, then giving the customer the opportunity to justify their establishment or broker

the necessary changes and possibly renegotiate the terms previously agreed. The service continues with the constant monitoring in order to assess the profitability and make any corrections. In this way, an investor has reliable and impartial advice that reduces risks and increases the margin of profit, with constant monitoring of the various positions and reduced costs.

Victoria Asset Management & Advisor SA, Via Stefano Franscini 16, 6900 Lugano, Switzerland – disclaimer

© 2020 Victoria Asset Management & Advisor SA