Wealth
asset management
Our services
Sandor Investments Management offers proactive financial asset management, including portfolio management, diversification and protection. We focus on transparency and excellence to achieve your financial goals.
Our approach
Our team of experts works closely with each customer to understand their financial needs and objectives, offering tailored advice and solutions for retirement, wealth and estate planning.
Our risk management
We manage our clients’ financial risks with advanced analytical tools and diversification strategies, adapting our management to market conditions and individual needs.
Facilitating the smooth transfer of wealth
As individuals live longer lives, spanning several generations, the number of people making up an extended family can increase dramatically. Without meticulous and thorough planning, the transfer of an estate to the intended beneficiaries can become a potential minefield.
Preventing the risk of this happening is one of the main reasons for families to use a wealth management office.
Our Innovative Services
There are many other advantages to using the services of a wealth management office:
Transparency
Ensuring that systems are in place to reinforce trust and offer management perfectly adapted to each asset.
Harmonizing interests
The introduction of gobal asset management to harmonize income over the short and long term.
Higher yield potential
Having a single, centralized wealth management strategy tends to generate better returns and reduce risk.
Separation of business and property interests
Separate personal family assets from the family business and savings or wealth.
Risk centralization
An overview of family investments enables the management office to anticipate and minimize potential risks.
Centralized service
A single point of contact for all financial and asset related questions.
Your Expert Partner for Entrepreneurs
At Sandor, we understand the unique challenges faced by entrepreneurs and business leaders. Your assets, both personal and professional, require a comprehensive, expert approach. Integrated wealth management.
We orchestrate a coherent strategy that encompasses ä
- Your personal investments (individual)
- Your shareholdings in your company
Our Strategies
Investment Strategies
We aim for excellent returns with controlled risk, offering personalized service and tailor made solutions. We define optimal investment opportunities and use a diversification strategy to achieve objectives, even in times of volatility.
Management Strategies
Sandor Investments Management provides personalized advice based on a risk assessment tailored to preserve capital, respect the risk profile, and target expected returns. We adjust portfolio volatility according to client tolerance, and offer global diversification to optimize returns and efficiency.
