Per­so­nal, first-class service

We offer our clients a per­so­nal ap­proach to­ge­ther with first-class ser­vices. Palomar Asset Ma­nage­ment spe­cia­li­ses in:

  • Asset ma­nage­ment and in­vest­ment ad­vi­so­ry ser­vices for private clients
  • Asset ma­nage­ment for in­sti­tu­tio­nal clients
  • Port­fo­lio ana­ly­sis and safe custody account check
  • Ser­vices for family offices

Na­tio­nal and in­ter­na­tio­nal network

With our network of na­tio­nal and in­ter­na­tio­nal experts – in­clu­ding ad­vi­sers in the fields of tax, law, foun­da­ti­ons and trusts – we are able to meet highest quality stan­dards.

This means that we can offer clients a broad spec­trum of ad­di­tio­nal ser­vices. However, these are pro­vi­ded ex­clu­si­ve­ly by experts ar­ran­ged by Palomar.

  • estate and suc­ces­si­on plan­ning
  • tax plan­ning
  • change of do­mi­ci­le to Swit­z­er­land
  • cor­po­ra­te ser­vices
  • ser­vices and ad­vi­so­ry in con­nec­tion with the client’s busi­ness ope­ra­ti­ons